Plan A Wealth LLC NORTHERN LTS FD TR IV Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025
Number of Shares
135,954
Previous 109,491 24.17%
Holding current value
$33.9 Billion
Previous $25.1 Billion 34.97%
% of portfolio
17.24%
Previous 14.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
N/A
26,463 Added 24.17%
135,954 $33.9 Billion
Q2 2025

Nov 06, 2025
BUY
N/A
67,549 Added 161.05%
109,491 $25.1 Billion
Q1 2025

Nov 06, 2025
BUY
N/A
41,942 New
41,942 $8.62 Billion
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