A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,872 shares of RPV stock, worth $469,514. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,872
Holding current value
$469,514
% of portfolio
0.05%

Shares

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

Nov 05, 2024

BUY
$82.04 - $89.49 $399,698 - $435,995
4,872 New
4,872 $433,000
Q3 2023

Nov 09, 2023

BUY
$73.26 - $80.78 $455,970 - $502,774
6,224 New
6,224 $457,000
Q4 2022

Feb 15, 2023

SELL
$71.49 - $83.11 $27,023 - $31,415
-378 Reduced 3.97%
9,155 $713,000
Q3 2022

Dec 12, 2022

SELL
$69.84 - $81.98 $59,783 - $70,174
-856 Reduced 8.24%
9,533 $764,000
Q1 2022

Sep 07, 2022

BUY
$80.76 - $87.1 $839,015 - $904,881
10,389 New
10,389 $848,000

Others Institutions Holding RPV

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker RPV
  • Sector ETFs
  • Industry ETFs
More about RPV
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.