Wealth Plan Partners, LLC VALUED ADVISERS TR Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
170,388
Previous 166,051 2.61%
Holding current value
$4.34 Billion
Previous $4.22 Billion 2.84%
% of portfolio
0.61%
Previous 0.6%

Shares

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

May 09, 2025
BUY
N/A
4,337 Added 2.61%
170,388 $4.34 Billion
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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