Wealth Plan Investment Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
SELL
N/A
-17,875 Reduced 85.18%
3,109 $0
Q4 2022

Feb 15, 2023
SELL
N/A
-76 Reduced 0.36%
20,984 $0
Q3 2022

Dec 12, 2022
SELL
N/A
-22,684 Reduced 51.86%
21,060 $663,000
Q1 2022

Sep 07, 2022
BUY
N/A
43,744 New
43,744 $1.46 Million

Others Institutions Holding DAUG

# of Institutions
88
Shares Held
5.11M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

DAUG Quotes by TradingView
  • Ticker DAUG
More about DAUG
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email