Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 11, 2021

SELL
N/A
-125,000 Closed
0 $0
Q2 2020

Aug 19, 2020

BUY
N/A
125,000 New
125,000 $123,000
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.