Wealth Plan Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
170,528
Previous 160,629 6.16%
Holding current value
$10.2 Billion
Previous $9.97 Billion 2.12%
% of portfolio
1.43%
Previous 1.41%

Shares

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

May 09, 2025
BUY
N/A
9,899 Added 6.16%
170,528 $10.2 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-7,131 Reduced 4.25%
160,629 $9.97 Billion
Q3 2024

Nov 05, 2024
BUY
N/A
167,760 New
167,760 $10.3 Billion
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