Wealth Plan Investment Management, LLC Bondbloxx ETF Tr 7 Yr Target D Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Bondbloxx ETF Tr 7 Yr Target D stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,691 shares of XSVN stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,691

Previous 8,852 1.82%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	N/A	-161 Reduced 1.82%	8,691 $0
Q4 2024 Jan 30, 2025	SELL	N/A	-4,516 Reduced 33.78%	8,852 $0
Q3 2024 Nov 05, 2024	SELL	N/A	-127,986 Reduced 90.54%	13,368 $0
Q2 2024 Aug 09, 2024	BUY	N/A	5,499 Added 4.05%	141,354 $0
Q1 2024 May 16, 2024	BUY	N/A	46,528 Added 52.09%	135,855 $0
Q4 2023 Jan 05, 2024	BUY	N/A	32,480 Added 57.14%	89,327 $0
Q3 2023 Nov 15, 2023	SELL	N/A	-19,366 Reduced 25.41%	56,847 $0
Q3 2023 Nov 09, 2023	BUY	N/A	40,250 Added 111.92%	76,213 $0
Q2 2023 Aug 14, 2023	BUY	N/A	34,479 Added 2323.38%	35,963 $0
Q2 2023 Jul 25, 2023	SELL	N/A	-43,192 Reduced 96.68%	1,484 $0
Q1 2023 May 08, 2023	SELL	N/A	-69,168 Reduced 60.76%	44,676 $0
Q4 2022 Feb 15, 2023	BUY	N/A	113,844 New	113,844 $0

Others Institutions Holding XSVN

# of Institutions

Shares Held

3.74M

Call Options Held

Put Options Held

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About BONDBLOXX ETF TR 7 YR TARGET D

Ticker XSVN

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Wealth Plan Investment Management, LLC Bondbloxx ETF Tr 7 Yr Target D Transaction History