Wealth Plan Investment Management, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,797 shares of DDEC stock, worth $226,662. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,797
Previous 5,797 -0.0%
Holding current value
$226,662
Previous $228,000 1.75%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$37.64 - $39.51 $44,001 - $46,187
-1,169 Reduced 16.78%
5,797 $228,000
Q2 2024

Aug 09, 2024
SELL
$36.59 - $38.51 $10,501 - $11,052
-287 Reduced 3.96%
6,966 $268,000
Q1 2024

May 16, 2024
SELL
$35.39 - $37.47 $3,928 - $4,159
-111 Reduced 1.51%
7,253 $271,000
Q4 2023

Jan 05, 2024
SELL
$32.48 - $35.79 $1,104 - $1,216
-34 Reduced 0.46%
7,364 $263,000
Q3 2023

Nov 15, 2023
BUY
$33.41 - $34.37 $247,167 - $254,269
7,398 New
7,398 $248,000
Q2 2023

Aug 14, 2023
SELL
$31.94 - $33.76 $2.04 Million - $2.16 Million
-63,875 Reduced 96.93%
2,022 $68,000
Q2 2023

Jul 25, 2023
BUY
$31.94 - $33.76 $1.83 Million - $1.93 Million
57,277 Added 664.47%
65,897 $2.22 Million
Q1 2023

May 08, 2023
SELL
$30.45 - $32.05 $9,469 - $9,967
-311 Reduced 3.48%
8,620 $275,000
Q4 2022

Feb 15, 2023
SELL
$30.0 - $30.71 $944,100 - $966,443
-31,470 Reduced 77.89%
8,931 $273,000
Q3 2022

Dec 12, 2022
BUY
$29.93 - $31.27 $537,602 - $561,671
17,962 Added 80.05%
40,401 $1.23 Million
Q1 2022

Sep 07, 2022
BUY
$31.07 - $32.96 $697,179 - $739,589
22,439 New
22,439 $692,000

Others Institutions Holding DDEC

# of Institutions
108
Shares Held
3.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX TR FD VIII FT CBOE

DDEC Quotes by TradingView
  • Ticker DDEC
  • Sector ETFs
  • Industry ETFs
More about DDEC
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