Wealth Plan Partners, LLC Closed Holding Positions

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Spdr Series Trust
Q2 2019 Filed on Aug 19, 2019
4,264
N/A
Suntrust Bks Inc
Q2 2019 Filed on Aug 19, 2019
3,737
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 19, 2019
12,927
N/A
CME
Cme Group Inc.

Financial Services
Q2 2019 Filed on Aug 19, 2019
2,471
$166.55 - $203.18 $412K - $502K
Encana Corp
Q2 2019 Filed on Aug 19, 2019
10,257
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q2 2019 Filed on Aug 19, 2019
6,040
$24.46 - $25.56 $148K - $154K
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 19, 2019
13,325
$20.74 - $26.0 $276K - $346K
NNN
National Retail Properties, Inc.

Real Estate
Q2 2019 Filed on Aug 19, 2019
10,550
$50.76 - $55.44 $536K - $585K
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Aug 19, 2019
7,245
$71.76 - $84.63 $520K - $613K
AGR
Avangrid, Inc.

Utilities
Q2 2019 Filed on Aug 19, 2019
10,775
$49.02 - $52.63 $528K - $567K
SAIC
Science Applications International Corp

Technology
Q2 2019 Filed on Aug 19, 2019
18,090
$72.42 - $87.72 $1.31M - $1.59M
LAMR
Lamar Advertising CO

Real Estate
Q2 2019 Filed on Aug 19, 2019
7,320
$77.38 - $84.37 $566K - $618K
FNB
Fnb Corp

Financial Services
Q1 2019 Filed on May 16, 2019
13,979
$9.92 - $12.46 $139K - $174K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
2,837
$59.79 - $74.43 $170K - $211K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
7,865
$24.73 - $28.88 $195K - $227K
Etfs Tr
Q4 2018 Filed on Feb 20, 2019
10,604
N/A
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 20, 2019
76,131
N/A
CPB
Campbell Soup CO

Consumer Defensive
Q4 2018 Filed on Feb 20, 2019
7,171
$32.99 - $40.55 $237K - $291K
Indexiq ETF Tr
Q4 2018 Filed on Feb 20, 2019
14,247
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2018 Filed on Feb 20, 2019
11,094
$7.46 - $8.69 $82.8K - $96.4K
Allergan PLC
Q4 2018 Filed on Feb 20, 2019
16,261
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 20, 2019
20,080
$9.72 - $12.34 $195K - $248K
IHF
Ishares Tr

ETFs
Q4 2018 Filed on Feb 20, 2019
1,140
$162.04 - $201.83 $185K - $230K
SHV
Ishares Tr

ETFs
Q4 2018 Filed on Feb 20, 2019
6,112
$110.21 - $110.47 $674K - $675K
Lazard World Divid & Income
Q4 2018 Filed on Feb 20, 2019
15,308
N/A
Total Sys Svcs Inc
Q3 2018 Filed on Nov 21, 2018
2,679
N/A
VGR
Vector Group LTD

Consumer Defensive
Q3 2018 Filed on Nov 21, 2018
19,072
$13.09 - $17.48 $250K - $333K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2018 Filed on Nov 21, 2018
1,226
$127.06 - $166.78 $156K - $204K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2018 Filed on Nov 21, 2018
6,300
N/A
Oppenheimer ETF Tr
Q3 2018 Filed on Nov 21, 2018
10,319
N/A
K
Kellogg CO

Consumer Defensive
Q3 2018 Filed on Nov 21, 2018
3,001
$68.96 - $74.84 $207K - $225K
Web Com Group Inc
Q3 2018 Filed on Nov 21, 2018
45,000
N/A
SPGP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 21, 2018
5,042
$50.51 - $54.56 $255K - $275K
Michael Kors Hldgs LTD
Q3 2018 Filed on Nov 21, 2018
3,857
N/A
Concho Res Inc
Q3 2018 Filed on Nov 21, 2018
1,446
N/A
Andeavor
Q3 2018 Filed on Nov 21, 2018
1,838
N/A
Colony Northstar Cr Real Est
Q2 2018 Filed on Aug 16, 2018
165,795
N/A
HP
Helmerich & Payne, Inc.

Energy
Q2 2018 Filed on Aug 16, 2018
5,247
$61.85 - $73.6 $325K - $386K
EIX
Edison International

Utilities
Q2 2018 Filed on Aug 16, 2018
3,327
$58.9 - $65.79 $196K - $219K
Sunpower Corp
Q2 2018 Filed on Aug 16, 2018
10,000
N/A
Colony Northstar Inc
Q2 2018 Filed on Aug 16, 2018
10,512
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 16, 2018
5,141
N/A
DHS
Wisdomtree Tr U.S

ETFs
Q2 2018 Filed on Aug 16, 2018
2,960
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 16, 2018
22,239
N/A
FE
Firstenergy Corp

Utilities
Q2 2018 Filed on Aug 16, 2018
9,222
$32.97 - $36.47 $304K - $336K
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 16, 2018
18,211
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 16, 2018
73,304
N/A
Powershares Exchange Traded
Q2 2018 Filed on Aug 16, 2018
5,042
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 16, 2018
36,598
N/A
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