Wealth Plan Partners, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$28.19 - $51.45 $668,835 - $1.22 Million	-23,726 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$47.97 - $51.5 $6,763 - $7,261	141 Added 0.6%	23,726 $1.21 Million
Q3 2019 Nov 15, 2019	BUY	$48.52 - $49.75 $13,634 - $13,979	281 Added 1.21%	23,585 $1.18 Million
Q2 2019 Aug 19, 2019	BUY	N/A	195 Added 0.84%	23,304 $1.12 Million
Q1 2019 May 16, 2019	BUY	N/A	23,109 New	23,109 $1.1 Million

126

5.01M

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.