Wealth Plan Investment Management, LLC Wiswisdomtree Tr Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 22,668 shares of DNL stock, worth $825,115. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,668
Previous 22,347 1.44%
Holding current value
$825,115
Previous $873,000 2.29%
% of portfolio
0.1%
Previous 0.14%

Shares

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

Nov 05, 2024
BUY
$36.65 - $40.81 $11,764 - $13,100
321 Added 1.44%
22,668 $893,000
Q2 2024

Aug 09, 2024
BUY
$37.04 - $39.97 $34,150 - $36,852
922 Added 4.3%
22,347 $873,000
Q1 2024

May 16, 2024
SELL
$35.41 - $39.06 $17,527 - $19,334
-495 Reduced 2.26%
21,425 $833,000
Q4 2023

Jan 05, 2024
BUY
$31.84 - $37.1 $38,621 - $45,002
1,213 Added 5.86%
21,920 $810,000
Q3 2023

Nov 15, 2023
BUY
$33.17 - $36.65 $686,851 - $758,911
20,707 New
20,707 $692,000
Q2 2023

Aug 14, 2023
BUY
$34.59 - $36.52 $217,467 - $229,601
6,287 Added 285.12%
8,492 $304,000
Q2 2023

Jul 25, 2023
SELL
$34.59 - $36.52 $576,338 - $608,496
-16,662 Reduced 88.31%
2,205 $78,000
Q1 2023

May 08, 2023
SELL
$32.54 - $35.82 $97,457 - $107,280
-2,995 Reduced 13.7%
18,867 $669,000
Q4 2022

Feb 15, 2023
BUY
$27.4 - $33.63 $49,648 - $60,937
1,812 Added 9.04%
21,862 $704,000
Q3 2022

Dec 12, 2022
BUY
$27.2 - $34.05 $91,691 - $114,782
3,371 Added 20.21%
20,050 $660,000
Q1 2022

Sep 07, 2022
BUY
$36.81 - $43.65 $613,953 - $728,038
16,679 New
16,679 $598,000

Others Institutions Holding DNL

# of Institutions
115
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

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