Wealth Plan Partners, LLC Proshares Tr S&P Tech Divid Ar Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025

A detailed history of Wealth Plan Partners, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 69,774 shares of TDV stock, worth $5.85 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
69,774
Previous 67,557 3.28%
Holding current value
$5.85 Million
Previous $5.1 Billion 0.28%
% of portfolio
0.72%
Previous 0.72%

Shares

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

May 09, 2025
BUY
$72.31 - $80.69 $160,311 - $178,889
2,217 Added 3.28%
69,774 $5.08 Billion
Q4 2024

Jan 30, 2025
SELL
$74.69 - $79.24 $178,957 - $189,859
-2,396 Reduced 3.43%
67,557 $5.1 Billion
Q3 2024

Nov 05, 2024
BUY
$69.59 - $79.2 $64,161 - $73,022
922 Added 1.34%
69,953 $5.39 Billion
Q2 2024

Aug 09, 2024
BUY
$67.37 - $76.12 $86,772 - $98,042
1,288 Added 1.9%
69,031 $5.15 Billion
Q1 2024

May 07, 2024
BUY
$66.55 - $72.09 $596,753 - $646,431
8,967 Added 15.26%
67,743 $4.88 Billion
Q4 2023

Jan 05, 2024
BUY
$58.71 - $70.09 $72,565 - $86,631
1,236 Added 2.15%
58,776 $4.09 Billion
Q3 2023

Nov 01, 2023
BUY
$61.59 - $67.88 $1.13 Million - $1.24 Million
18,285 Added 46.58%
57,540 $3.58 Billion
Q2 2023

Jul 31, 2023
SELL
$57.8 - $66.26 $800,587 - $917,767
-13,851 Reduced 26.08%
39,255 $2.6 Billion
Q1 2023

May 10, 2023
SELL
$55.38 - $62.59 $3.43 Million - $3.88 Million
-61,956 Reduced 53.85%
53,106 $3.25 Billion
Q4 2022

Feb 16, 2023
BUY
$49.99 - $59.74 $5.75 Million - $6.87 Million
115,062 New
115,062 $7.06 Billion

Others Institutions Holding TDV

# of Institutions
81
Shares Held
2.31M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P TECH DIVID AR

TDV Quotes by TradingView
  • Ticker TDV
  • Sector ETFs
  • Industry ETFs
More about TDV
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