Wealth Plan Investment Management, LLC Cambria ETF Tr Emerging Shareh Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Cambria ETF Tr Emerging Shareh stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,970 shares of EYLD stock, worth $325,919. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,970
Previous 10,072 1.01%
Holding current value
$325,919
Previous $346,000 0.58%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Nov 05, 2024
SELL
$31.25 - $35.38 $3,187 - $3,608
-102 Reduced 1.01%
9,970 $344,000
Q2 2024

Aug 09, 2024
BUY
$33.16 - $36.03 $2,022 - $2,197
61 Added 0.61%
10,072 $346,000
Q4 2023

Jan 05, 2024
SELL
$27.43 - $31.35 $69,672 - $79,629
-2,540 Reduced 20.24%
10,011 $313,000
Q3 2023

Nov 15, 2023
BUY
$27.39 - $29.99 $343,771 - $376,404
12,551 New
12,551 $359,000
Q2 2023

Aug 14, 2023
SELL
$27.35 - $29.61 $15,370 - $16,640
-562 Reduced 20.23%
2,216 $61,000
Q2 2023

Jul 25, 2023
SELL
$27.35 - $29.61 $279,134 - $302,199
-10,206 Reduced 78.6%
2,778 $77,000
Q1 2023

May 08, 2023
SELL
$27.87 - $30.1 $30,071 - $32,477
-1,079 Reduced 7.67%
12,984 $369,000
Q4 2022

Feb 15, 2023
SELL
$24.85 - $28.79 $29,844 - $34,576
-1,201 Reduced 7.87%
14,063 $394,000
Q3 2022

Dec 12, 2022
SELL
$24.84 - $28.51 $246,810 - $283,275
-9,936 Reduced 39.43%
15,264 $435,000
Q1 2022

Sep 07, 2022
BUY
$29.35 - $37.04 $739,620 - $933,408
25,200 New
25,200 $751,000

Others Institutions Holding EYLD

# of Institutions
88
Shares Held
9.26M
Call Options Held
0
Put Options Held
0
View Full List

About CAMBRIA ETF TR EMERGING SHAREH

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