Plan A Wealth LLC STRATEGY SHS Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025
Number of Shares
10,621
Previous 13,065 18.71%
Holding current value
$284 Million
Previous $332 Million 14.42%
% of portfolio
0.14%
Previous 0.19%

Shares

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

Nov 06, 2025
SELL
N/A
-2,444 Reduced 18.71%
10,621 $284 Million
Q2 2025

Nov 06, 2025
BUY
N/A
975 Added 8.06%
13,065 $332 Million
Q1 2025

Nov 06, 2025
BUY
N/A
2,830 Added 30.56%
12,090 $301 Million
Q4 2024

Nov 06, 2025
BUY
N/A
9,260 New
9,260 $229 Million
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