Wealth Plan Investment Management, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,209 shares of REGL stock, worth $988,074. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,209
Previous 12,020 1.57%
Holding current value
$988,074
Previous $884,000 12.9%
% of portfolio
0.11%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$72.52 - $82.35 $13,706 - $15,564
189 Added 1.57%
12,209 $998,000
Q2 2024

Aug 09, 2024
BUY
$73.16 - $77.93 $28,093 - $29,925
384 Added 3.3%
12,020 $884,000
Q1 2024

May 16, 2024
SELL
$71.24 - $78.56 $13,891 - $15,319
-195 Reduced 1.65%
11,636 $914,000
Q4 2023

Jan 05, 2024
BUY
$63.72 - $74.22 $42,182 - $49,133
662 Added 5.93%
11,831 $870,000
Q3 2023

Nov 15, 2023
BUY
$66.59 - $73.45 $743,743 - $820,363
11,169 New
11,169 $745,000
Q2 2023

Aug 14, 2023
SELL
$66.86 - $71.4 $56.4 Million - $60.3 Million
-843,965 Reduced 99.46%
4,559 $320,000
Q2 2023

Jul 25, 2023
BUY
$66.86 - $71.4 $56.1 Million - $59.9 Million
838,469 Added 8338.83%
848,524 $59.6 Million
Q1 2023

May 08, 2023
SELL
$67.41 - $76.42 $97,474 - $110,503
-1,446 Reduced 12.57%
10,055 $711,000
Q4 2022

Feb 15, 2023
BUY
$65.53 - $75.15 $73,197 - $83,942
1,117 Added 10.76%
11,501 $822,000
Q3 2022

Dec 12, 2022
BUY
$64.43 - $74.92 $3,157 - $3,671
49 Added 0.47%
10,384 $755,000
Q1 2022

Sep 07, 2022
BUY
$69.11 - $74.12 $714,251 - $766,030
10,335 New
10,335 $714,000

Others Institutions Holding REGL

# of Institutions
222
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P MIDCAP 400 DI

REGL Quotes by TradingView
  • Ticker REGL
  • Sector ETFs
  • Industry ETFs
More about REGL
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Investment Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email