Wealth Plan Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Wealth Plan Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$108.81 - $116.4 $179,754 - $192,292	-1,652 Reduced 31.86%	3,533 $391 Million
Q1 2023 May 10, 2023	SELL	$106.93 - $116.34 $125,963 - $137,048	-1,178 Reduced 18.51%	5,185 $594 Million
Q4 2022 Feb 16, 2023	BUY	$101.35 - $115.41 $413,508 - $470,872	4,080 Added 178.71%	6,363 $712 Million
Q1 2022 May 03, 2022	BUY	$131.9 - $145.68 $47,088 - $52,007	357 Added 18.54%	2,283 $283,000
Q4 2021 Feb 01, 2022	BUY	$144.34 - $152.13 $43,013 - $45,334	298 Added 18.3%	1,926 $277,000
Q3 2021 Dec 09, 2021	BUY	$146.76 - $153.14 $238,925 - $249,311	1,628 New	1,628 $239,000

506

63.3M

29.2K

16.6K

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.