Wealth Plan Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$18.53 - $20.2 $189,117 - $206,161	10,206 New	10,206 $204 Million
Q4 2023 Jan 05, 2024	BUY	$16.76 - $20.95 $162,303 - $202,879	9,684 New	9,684 $201 Million
Q2 2023 Jul 31, 2023	BUY	$18.34 - $19.64 $3,447 - $3,692	188 Added 2.57%	7,514 $147 Million
Q1 2023 May 10, 2023	BUY	$18.01 - $21.78 $131,941 - $159,560	7,326 New	7,326 $143 Million

531

175M

22.2K

84.6K

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Partners, LLC with notifications on news.