Wealth Plan Investment Management, LLC Starboard Invt Tr Rh Hedged Mu Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Starboard Invt Tr Rh Hedged Mu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 13,122 shares of AMAX stock, worth $105,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,122

Holding current value

$105,500

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$7.12 - $7.94 $93,428 - $104,188	13,122 New	13,122 $103,000
Q4 2023 Jan 05, 2024	BUY	$7.05 - $7.66 $352,718 - $383,237	50,031 Added 3.74%	1,388,038 $10.6 Million
Q3 2023 Nov 15, 2023	BUY	$7.15 - $7.8 $3.88 Million - $4.24 Million	543,303 Added 68.37%	1,338,007 $9.61 Million
Q3 2023 Nov 09, 2023	SELL	$7.15 - $7.8 $384,813 - $419,796	-53,820 Reduced 6.34%	794,704 $5.71 Million
Q2 2023 Aug 14, 2023	BUY	$7.57 - $7.86 $5.68 Million - $5.9 Million	750,359 Added 764.39%	848,524 $6.58 Million
Q2 2023 Jul 25, 2023	SELL	$7.57 - $7.86 $8.2 Million - $8.51 Million	-1,082,753 Reduced 91.69%	98,165 $760,000
Q1 2023 May 08, 2023	SELL	$7.64 - $8.06 $5.63 Million - $5.94 Million	-737,234 Reduced 38.43%	1,180,918 $9.16 Million
Q4 2022 Feb 15, 2023	BUY	$7.5 - $7.9 $96,585 - $101,736	12,878 Added 0.68%	1,918,152 $14.7 Million
Q3 2022 Dec 12, 2022	SELL	$7.51 - $8.41 $1.89 Million - $2.11 Million	-251,484 Reduced 11.66%	1,905,274 $14.8 Million
Q1 2022 Sep 07, 2022	BUY	$9.13 - $9.68 $19.7 Million - $20.9 Million	2,156,758 New	2,156,758 $18.9 Million

Others Institutions Holding AMAX

# of Institutions

Shares Held

6.09M

Call Options Held

Put Options Held

View Full List

About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

More about AMAX

Track This Portfolio

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.

Account

Wealth Plan Investment Management, LLC Starboard Invt Tr Rh Hedged Mu Transaction History