Wealth Plan Investment Management, LLC VALUED ADVISERS TR Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024
Number of Shares
368,738
Previous 370,905 0.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
N/A
-2,167 Reduced 0.58%
368,738 $0
Q3 2024

Nov 05, 2024
BUY
N/A
370,905 New
370,905 $0
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