Wealth Plan Partners, LLC EA SERIES TRUST Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
50,425
Previous 46,892 7.53%
Holding current value
$1.24 Billion
Previous $1.22 Billion 1.57%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
3,533 Added 7.53%
50,425 $1.24 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-6,694 Reduced 12.49%
46,892 $1.22 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
53,586 New
53,586 $1.29 Billion
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