Wealth Plan Partners, LLC NEOS ETF TRUST Transaction History

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Number of Shares
5,137
Previous 5,131 0.12%
Holding current value
$0
Previous $243 Million 100.0%
% of portfolio
0.0%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
6 Added 0.12%
5,137 $0
Q1 2025

May 09, 2025
BUY
N/A
5,131 New
5,131 $243 Million
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email