Wealth Plan Partners, LLC VALUED ADVISERS TR Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Number of Shares
166,051
Previous 174,469 4.82%
Holding current value
$4.22 Billion
Previous $4.47 Billion 5.68%
% of portfolio
0.6%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
N/A
-8,418 Reduced 4.82%
166,051 $4.22 Billion
Q3 2024

Nov 05, 2024
BUY
N/A
174,469 New
174,469 $4.47 Billion
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