Asset Planning,Inc Expand Energy Cl 26 Wts Transaction History

Asset Planning,Inc

  • $133 Billion
  • Q2 2025
Number of Shares
15
Previous 17 11.76%
Holding current value
$1.62 Million
Previous $1.71 Million 5.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
SELL
N/A
-2 Reduced 11.76%
15 $1.62 Million
Q1 2025

May 08, 2025
SELL
N/A
-2 Reduced 10.53%
17 $1.71 Million
Q4 2024

Jan 30, 2025
BUY
N/A
19 New
19 $1.64 Million
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