Wealth Plan Investment Management, LLC Proshares Tr S&P Tech Divid Ar 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 Tech Divid Ar stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 55,591 shares of TDV stock, worth $4.17 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
55,591
Previous 51,293 8.38%
Holding current value
$4.17 Million
Previous $3.83 Million 11.97%
% of portfolio
0.46%
Previous 0.62%

Shares

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

Nov 05, 2024
BUY
$69.59 - $79.2 $299,097 - $340,401
4,298 Added 8.38%
55,591 $4.28 Million
Q2 2024

Aug 09, 2024
BUY
$67.37 - $76.12 $132,584 - $149,804
1,968 Added 3.99%
51,293 $3.83 Million
Q1 2024

May 16, 2024
SELL
$66.55 - $72.09 $1.64 Million - $1.77 Million
-24,592 Reduced 33.27%
49,325 $3.55 Million
Q4 2023

Jan 05, 2024
BUY
$58.71 - $70.09 $231,082 - $275,874
3,936 Added 5.62%
73,917 $5.14 Million
Q3 2023

Nov 15, 2023
BUY
$61.59 - $67.88 $766,241 - $844,495
12,441 Added 21.62%
69,981 $4.35 Million
Q3 2023

Nov 09, 2023
BUY
$61.59 - $67.88 $488,716 - $538,627
7,935 Added 16.0%
57,540 $3.58 Million
Q2 2023

Aug 14, 2023
BUY
$57.8 - $66.26 $2.71 Million - $3.11 Million
46,891 Added 1727.75%
49,605 $3.29 Million
Q2 2023

Jul 25, 2023
SELL
$57.8 - $66.26 $3.56 Million - $4.08 Million
-61,628 Reduced 95.78%
2,714 $179,000
Q1 2023

May 08, 2023
SELL
$55.38 - $62.59 $2.81 Million - $3.17 Million
-50,696 Reduced 44.07%
64,342 $3.94 Million
Q4 2022

Feb 15, 2023
BUY
$49.99 - $59.74 $5.75 Million - $6.87 Million
115,038 New
115,038 $6.37 Million

Others Institutions Holding TDV

# of Institutions
80
Shares Held
2.3M
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
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