Wealth Plan Investment Management, LLC EA SERIES TRUST Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Number of Shares
45,065
Previous 45,614 1.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
N/A
-549 Reduced 1.2%
45,065 $0
Q1 2025

May 09, 2025
BUY
N/A
8,763 Added 23.78%
45,614 $0
Q4 2024

Jan 30, 2025
BUY
N/A
1,041 Added 2.91%
36,851 $0
Q3 2024

Nov 05, 2024
BUY
N/A
35,810 New
35,810 $0
Q4 2023

Jan 05, 2024
BUY
N/A
1,909 New
1,909 $0
Q3 2023

Nov 09, 2023
BUY
N/A
14,992 New
14,992 $0
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