Wealth Plan Partners, LLC Closed Holding Positions

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 11, 2021
11,050
N/A
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q1 2021 Filed on May 11, 2021
2,997
$67.52 - $76.0 $202K - $228K
Twitter Inc
Q1 2021 Filed on May 11, 2021
125,000
N/A
Edwards Lifesciences Corp
Q1 2021 Filed on May 11, 2021
7,167
N/A
Raytheon Technologies Corp
Q1 2021 Filed on May 11, 2021
3,365
N/A
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2021 Filed on May 11, 2021
13,591
$25.5 - $26.03 $347K - $354K
MDIV
First Trust Multi Asset Divers

ETFs
Q4 2020 Filed on Feb 09, 2021
12,225
$13.45 - $15.4 $164K - $188K
Wpx Energy Inc
Q4 2020 Filed on Feb 09, 2021
30,859
N/A
Dividend & Income Fd Inc
Q4 2020 Filed on Feb 09, 2021
220,873
N/A
Reality Shs ETF Tr
Q4 2020 Filed on Feb 09, 2021
6,560
N/A
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
Q4 2020 Filed on Feb 09, 2021
11,619
$31.64 - $32.75 $368K - $381K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q4 2020 Filed on Feb 09, 2021
2,895
$93.39 - $111.17 $270K - $322K
VER
Vereit, Inc.

Real Estate
Q4 2020 Filed on Feb 09, 2021
16,783
N/A
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q4 2020 Filed on Feb 09, 2021
8,693
$31.41 - $33.28 $273K - $289K
CDLX
Cardlytics, Inc.

Communication Services
Q3 2020 Filed on Dec 18, 2020
3,000
$64.25 - $85.72 $193K - $257K
Western Asset Mtg Cap Corp
Q3 2020 Filed on Dec 18, 2020
10,713
N/A
MU
Micron Technology Inc

Technology
Q3 2020 Filed on Dec 18, 2020
200
$42.66 - $52.64 $8.53K - $10.5K
SGOL
Abrdn Gold ETF Trust

ETFs
Q3 2020 Filed on Dec 18, 2020
15,899
$17.05 - $19.85 $271K - $316K
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q3 2020 Filed on Dec 18, 2020
26,504
N/A
TPYP
Managed Portfolio Ser Tortoise

ETFs
Q3 2020 Filed on Dec 18, 2020
43,748
$14.89 - $17.92 $651K - $784K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2020 Filed on Aug 19, 2020
31,328
$16.54 - $23.54 $518K - $737K
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 19, 2020
1,266,659
N/A
Medley Cap Corp
Q2 2020 Filed on Aug 19, 2020
11,852
N/A
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q2 2020 Filed on Aug 19, 2020
136,548
$18.99 - $23.14 $2.59M - $3.16M
Spdr Index Shs Fds
Q1 2020 Filed on May 15, 2020
4,065
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2020 Filed on May 15, 2020
3,818
$51.4 - $54.6 $196K - $208K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q1 2020 Filed on May 15, 2020
2,015
$76.56 - $121.5 $154K - $245K
IEUS
Ishares Msci Europe Small Cap

ETFs
Q1 2020 Filed on May 15, 2020
9,591
$32.23 - $56.22 $309K - $539K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on May 15, 2020
23,726
$28.19 - $51.45 $669K - $1.22M
Ferrellgas Partners L.P.
Q1 2020 Filed on May 15, 2020
17,133
N/A
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2020 Filed on May 15, 2020
6,707
$24.66 - $37.05 $165K - $248K
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on May 15, 2020
1,929
$81.49 - $133.25 $157K - $257K
Stonemor Partners L P
Q1 2020 Filed on May 15, 2020
94,160
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q4 2019 Filed on Feb 14, 2020
6,762
$44.15 - $49.95 $299K - $338K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
8,575
$38.66 - $42.01 $332K - $360K
Portola Pharmaceuticals Inc
Q4 2019 Filed on Feb 14, 2020
67,002
N/A
USFD
Us Foods Holding Corp.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
8,500
$38.66 - $42.01 $329K - $357K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q4 2019 Filed on Feb 14, 2020
1,523
$47.88 - $52.39 $72.9K - $79.8K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q3 2019 Filed on Nov 15, 2019
1,540
$40.09 - $43.26 $61.7K - $66.6K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q3 2019 Filed on Nov 15, 2019
10,376
$5.01 - $6.12 $52K - $63.5K
Twitter Inc
Q3 2019 Filed on Nov 15, 2019
95,000
N/A
DISCA
Warner Bros. Discovery, Inc.

Services
Q3 2019 Filed on Nov 15, 2019
18,712
N/A
Src Energy Inc
Q3 2019 Filed on Nov 15, 2019
41,000
N/A
Pattern Energy Group Inc
Q3 2019 Filed on Nov 15, 2019
25,000
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 15, 2019
99,255
N/A
Td Ameritrade Hldg Corp
Q3 2019 Filed on Nov 15, 2019
5,202
N/A
LDOS
Leidos Holdings, Inc.

Technology
Q2 2019 Filed on Aug 19, 2019
31,662
$63.64 - $79.85 $2.01M - $2.53M
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q2 2019 Filed on Aug 19, 2019
10,271
$48.56 - $55.14 $499K - $566K
Liberty Ppty Tr
Q2 2019 Filed on Aug 19, 2019
11,410
N/A
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