Wealth Plan Investment Management, LLC Bondbloxx ETF Tr Bloomberg 6 M Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Bondbloxx ETF Tr Bloomberg 6 M stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 19,893 shares of XHLF stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,893
Previous 185,526 89.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
SELL
N/A
-165,633 Reduced 89.28%
19,893 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-38,167 Reduced 17.06%
185,526 $0
Q1 2024

May 16, 2024
BUY
N/A
223,693 New
223,693 $0
Q3 2023

Nov 09, 2023
BUY
N/A
9,170 New
9,170 $0

Others Institutions Holding XHLF

# of Institutions
103
Shares Held
15.8M
Call Options Held
0
Put Options Held
0
View Full List

About BONDBLOXX ETF TR BLOOMBERG 6 M

XHLF Quotes by TradingView
  • Ticker XHLF
More about XHLF
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