Wealth Plan Partners, LLC Purchases and Sells in Q3 2024

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLBL	220K + 1033.37%	$24.05 - $24.42 $5.3M - $5.38M	241K $5.86B
BSEP	90.9K + 233.33%	$39.49 - $42.12 $3.59M - $3.83M	130K $5.47B
EFV	20.9K + 134.83%	$51.72 - $57.96 $1.08M - $1.21M	36.3K $2.09B
HEQT	18.7K + 3.44%	$26.73 - $28.88 $501K - $541K	564K $16.3B
COWZ	807 + 0.25%	$53.41 - $57.9 $43.1K - $46.7K	323K $18.7B
SECT	1.4K + 0.49%	$48.64 - $53.77 $67.9K - $75K	286K $15.4B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
J P MORGAN EXCHANGE TRADED F	168K New	N/A	168K $10.3B
FSEP	108K New	$42.73 - $44.94 $4.61M - $4.85M	108K $4.85B
VALUED ADVISERS TR	174K New	N/A	174K $4.47B
AIM ETF PRODUCTS TRUST	129K New	N/A	129K $3.89B
FAUG	84.8K New	$43.5 - $45.75 $3.69M - $3.88M	84.8K $3.88B
FIRST TR EXCHNG TRADED FD VI	92K New	N/A	92K $2.91B

Top Sells

Reduced Positions

148 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-81.4K - 58.69%	$255.18 - $283.2 $20.8M - $23.1M	57.3K $16.2B
SCHF	-475K - 93.85%	$36.98 - $41.55 $17.6M - $19.7M	31.1K $1.28B
IEMG	-275K - 94.29%	$53.64 - $53.64 $14.7M - $14.7M	16.6K $954M
IVE	-78.8K - 88.48%	$181.06 - $197.17 $14.3M - $15.5M	10.3K $2.02B
AAPL	-82.2K - 25.97%	$207.23 - $234.82 $17M - $19.3M	234K $54.6B
DGRO	-171K - 35.71%	$57.47 - $62.76 $9.85M - $10.8M	309K $19.4B

Activity Summary All Purchases 92 New Holdings 22 Increased Positions 70 All Sells 148 Reductions 148 Sold out 0 Calls 0 Puts 0

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