Wealth Plan Investment Management, LLC Msci Eafe Value ETF Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$47.71 - $51.06 $1.43 Million - $1.53 Million	30,007 New	30,007 $1.47 Million
Q4 2022 Feb 15, 2023	BUY	$38.5 - $46.73 $73,997 - $89,815	1,922 Added 6.03%	33,813 $1.55 Million
Q3 2022 Dec 12, 2022	BUY	$38.45 - $45.24 $139,342 - $163,949	3,624 Added 12.82%	31,891 $1.47 Million
Q1 2022 Sep 07, 2022	BUY	$45.64 - $53.35 $1.29 Million - $1.51 Million	28,267 New	28,267 $1.35 Million

1,022

297M

1.46M

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

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