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

Wealth Plan Investment Management, LLC

$590 Million
Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 11,226 shares of DFEB stock, worth $454,989. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,226

Previous 11,338 0.99%

Holding current value

$454,989

Previous $425,000 3.29%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	SELL	$37.32 - $39.11 $4,179 - $4,380	-112 Reduced 0.99%	11,226 $439,000
Q4 2023 Jan 05, 2024	SELL	$33.83 - $37.5 $981 - $1,087	-29 Reduced 0.26%	11,338 $425,000
Q3 2023 Nov 15, 2023	BUY	$34.73 - $35.88 $394,775 - $407,847	11,367 New	11,367 $396,000
Q2 2023 Aug 14, 2023	SELL	$33.47 - $35.37 $3.9 Million - $4.12 Million	-116,549 Reduced 98.58%	1,678 $59,000
Q2 2023 Jul 25, 2023	BUY	$33.47 - $35.37 $3.51 Million - $3.71 Million	104,953 Added 790.67%	118,227 $4.18 Million

Q1 2023 May 08, 2023	SELL	$32.49 - $34.07 $197,766 - $207,384	-6,087 Reduced 31.44%	13,274 $446,000
Q4 2022 Feb 15, 2023	SELL	$33.24 - $34.15 $25,794 - $26,500	-776 Reduced 3.85%	19,361 $645,000
Q3 2022 Dec 12, 2022	SELL	$32.98 - $35.26 $2.44 Million - $2.61 Million	-74,018 Reduced 78.61%	20,137 $677,000
Q1 2022 Sep 07, 2022	BUY	$34.69 - $36.11 $3.27 Million - $3.4 Million	94,155 New	94,155 $3.25 Million

Others Institutions Holding DFEB

# of Institutions

Shares Held

5.29M

Call Options Held

Put Options Held

View Full List

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
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Wealth Plan Investment Management, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History