Wealth Plan Investment Management, LLC ETF Ser Solutions Aptus Define Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$24.7 - $26.11 $72,074 - $76,188	2,918 Added 1109.51%	3,181 $79,000
Q2 2023 Jul 25, 2023	SELL	$24.7 - $26.11 $236,379 - $249,872	-9,570 Reduced 97.33%	263 $6,000
Q1 2023 May 08, 2023	SELL	$25.32 - $26.32 $133,183 - $138,443	-5,260 Reduced 34.85%	9,833 $255,000
Q4 2022 Feb 15, 2023	BUY	$25.0 - $26.28 $9,225 - $9,697	369 Added 2.51%	15,093 $386,000
Q3 2022 Dec 12, 2022	SELL	$25.33 - $27.42 $8.31 Million - $9 Million	-328,101 Reduced 95.71%	14,724 $386,000
Q1 2022 Sep 07, 2022	BUY	$27.86 - $28.88 $9.55 Million - $9.9 Million	342,825 New	342,825 $9.26 Million

33.8M

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

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