Wealth Plan Investment Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,760 shares of DDEC stock, worth $240,422. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,760

Previous 5,797 0.64%

Holding current value

$240,422

Previous $232,000 3.02%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$38.92 - $41.1 $1,440 - $1,520	-37 Reduced 0.64%	5,760 $225,000
Q3 2024 Nov 05, 2024	SELL	$37.64 - $39.51 $44,001 - $46,187	-1,169 Reduced 16.78%	5,797 $228,000
Q2 2024 Aug 09, 2024	SELL	$36.59 - $38.51 $10,501 - $11,052	-287 Reduced 3.96%	6,966 $268,000
Q1 2024 May 16, 2024	SELL	$35.39 - $37.47 $3,928 - $4,159	-111 Reduced 1.51%	7,253 $271,000
Q4 2023 Jan 05, 2024	SELL	$32.48 - $35.79 $1,104 - $1,216	-34 Reduced 0.46%	7,364 $263,000
Q3 2023 Nov 15, 2023	BUY	$33.41 - $34.37 $247,167 - $254,269	7,398 New	7,398 $248,000
Q2 2023 Aug 14, 2023	SELL	$31.94 - $33.76 $2.04 Million - $2.16 Million	-63,875 Reduced 96.93%	2,022 $68,000
Q2 2023 Jul 25, 2023	BUY	$31.94 - $33.76 $1.83 Million - $1.93 Million	57,277 Added 664.47%	65,897 $2.22 Million
Q1 2023 May 08, 2023	SELL	$30.45 - $32.05 $9,469 - $9,967	-311 Reduced 3.48%	8,620 $275,000
Q4 2022 Feb 15, 2023	SELL	$30.0 - $30.71 $944,100 - $966,443	-31,470 Reduced 77.89%	8,931 $273,000
Q3 2022 Dec 12, 2022	BUY	$29.93 - $31.27 $537,602 - $561,671	17,962 Added 80.05%	40,401 $1.23 Million
Q1 2022 Sep 07, 2022	BUY	$31.07 - $32.96 $697,179 - $739,589	22,439 New	22,439 $692,000

Others Institutions Holding DDEC

# of Institutions

111

Shares Held

3.71M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX TR FD VIII FT CBOE

Ticker DDEC
Sector ETFs
Industry ETFs

More about DDEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History