Wealth Plan Partners, LLC JOHN HANCOCK EXCHANGE TRADED Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
9,881
Previous 10,942 9.7%
Holding current value
$302 Million
Previous $305 Million 0.9%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 09, 2025
SELL
N/A
-1,061 Reduced 9.7%
9,881 $302 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-1,641 Reduced 13.04%
10,942 $305 Million
Q3 2024

Nov 05, 2024
BUY
N/A
4,026 Added 47.05%
12,583 $381 Million
Q2 2024

Aug 09, 2024
SELL
N/A
-213 Reduced 2.43%
8,557 $245 Million
Q1 2024

May 07, 2024
BUY
N/A
936 Added 11.95%
8,770 $260 Million
Q4 2023

Jan 05, 2024
BUY
N/A
7,834 New
7,834 $221 Million
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