Wealth Plan Investment Management, LLC Sells in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-155K
- 31.05%
$25.19 - $25.5 $3.9M - $3.95M
344K $8.75M
V
Visa Inc.

Financial Services
-4.3K
- 67.85%
$253.74 - $291.56 $1.09M - $1.25M
2.04K $560K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-11K
- 71.22%
$89.91 - $101.33 $987K - $1.11M
4.44K $435K
ABT
Abbott Laboratories

Healthcare
-6.56K
- 58.37%
$100.07 - $118.13 $656K - $775K
4.68K $533K
WPC
W. P. Carey Inc.

Real Estate
-8.95K
- 50.57%
$54.63 - $63.96 $489K - $572K
8.75K $544K
DEO
Diageo PLC

Consumer Defensive
-2.53K
- 61.41%
$120.02 - $140.77 $303K - $356K
1.59K $222K
WERN
Werner Enterprises Inc

Industrials
-4.59K
- 38.09%
$34.21 - $40.44 $157K - $186K
7.46K $287K
BA
Boeing CO

Industrials
-22
- 0.59%
$152.04 - $190.6 $3.34K - $4.19K
3.69K $561K
SRLN
Ssga Active Trust

ETFs
-2.37K
- 23.38%
$40.93 - $41.85 $96.9K - $99.1K
7.76K $323K
AZN
Astrazeneca PLC

Healthcare
-1.16K
- 1.35%
$76.67 - $87.62 $88.7K - $101K
84.4K $6.58M
FDX
Fedex Corp

Industrials
-129
- 7.3%
$254.64 - $313.52 $32.8K - $40.4K
1.64K $448K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.17K
- 16.78%
$37.64 - $39.51 $44K - $46.2K
5.8K $228K
GM
General Motors CO

Consumer Cyclical
-227
- 3.72%
$39.95 - $49.9 $9.07K - $11.3K
5.87K $263K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-798
- 5.67%
$34.29 - $36.04 $27.4K - $28.8K
13.3K $478K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-751
- 6.76%
$33.3 - $35.24 $25K - $26.5K
10.4K $364K
BBDC
Barings Bdc, Inc.

Financial Services
-1.5K
- 9.72%
$9.28 - $10.19 $13.9K - $15.3K
13.9K $136K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.9K
- 8.43%
$11.52 - $12.52 $21.8K - $23.7K
20.6K $254K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-102
- 1.01%
$31.25 - $35.38 $3.19K - $3.61K
9.97K $344K
HIGH
Simplify Exchange Traded Fds E
-163K
- 23.09%
N/A
542K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-166K
- 89.28%
N/A
19.9K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-128K
- 90.54%
N/A
13.4K $0
FSCO
Fs Cr Opportunities Corp Com
-12.3K
- 6.71%
N/A
171K $0
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-92
- 1.47%
$36.86 - $39.26 $3.39K - $3.61K
6.17K $235K
PFF
Ishares Trust Ishares Pfd And

ETFs
-454
- 3.73%
$31.18 - $33.5 $14.2K - $15.2K
11.7K $389K
BSX
Boston Scientific Corp

Healthcare
-100
- 3.24%
$72.96 - $84.0 $7.3K - $8.4K
2.98K $249K
NVR
Nvr Inc

Consumer Cyclical
-1
- 2.78%
$7421.51 - $9811.8 $7.42K - $9.81K
35 $343K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-2.31K
- 4.05%
$97.66 - $119.74 $225K - $276K
54.7K $6.12M
LOW
Lowes Companies Inc

Consumer Cyclical
-95
- 1.16%
$213.3 - $270.78 $20.3K - $25.7K
8.12K $2.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-501
- 4.96%
$191.76 - $263.26 $96.1K - $132K
9.61K $2.51M
MSM
Msc Industrial Direct CO Inc

Industrials
-799
- 0.65%
$75.8 - $89.13 $60.6K - $71.2K
122K $10.5M
VZ
Verizon Communications Inc

Communication Services
-372
- 0.17%
$38.89 - $45.0 $14.5K - $16.7K
216K $9.71M
APD
Air Products & Chemicals, Inc.

Basic Materials
-180
- 0.59%
$247.34 - $300.11 $44.5K - $54K
30.1K $8.97M
Activity Summary
Buys All Purchases 200 New Holdings 79 Increased Positions 121 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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