Wealth Plan Partners, LLC EA SERIES TRUST Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Number of Shares
61,245
Previous 51,505 18.91%
Holding current value
$1.27 Billion
Previous $1.03 Billion 23.67%
% of portfolio
0.17%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
9,740 Added 18.91%
61,245 $1.27 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
479 Added 0.94%
51,505 $1.03 Billion
Q1 2024

May 07, 2024
BUY
N/A
14,131 Added 38.3%
51,026 $1.03 Billion
Q4 2023

Jan 05, 2024
BUY
N/A
4,933 Added 15.43%
36,895 $756 Million
Q3 2023

Nov 01, 2023
BUY
N/A
31,962 New
31,962 $627 Million
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