Wealth Plan Investment Management, LLC First Tr Large Cap Core Alphde Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,983 shares of FEX stock, worth $540,655. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,983

Holding current value

$540,655

% of portfolio

0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$103.29 - $112.88 $514,694 - $562,481	4,983 New	4,983 $519,000
Q3 2023 Nov 09, 2023	BUY	$80.42 - $87.5 $620,279 - $674,887	7,713 Added 12440.32%	7,775 $630,000
Q2 2023 Aug 14, 2023	SELL	$77.71 - $84.01 $72,891 - $78,801	-938 Reduced 93.8%	62 $5,000
Q2 2023 Jul 25, 2023	BUY	$77.71 - $84.01 $72,891 - $78,801	938 Added 1512.9%	1,000 $84,000
Q1 2023 May 08, 2023	SELL	$76.64 - $86.44 $564,913 - $637,149	-7,371 Reduced 99.17%	62 $4,000
Q4 2022 Feb 15, 2023	BUY	$73.15 - $84.99 $15,580 - $18,102	213 Added 2.95%	7,433 $595,000
Q3 2022 Dec 12, 2022	BUY	$72.22 - $85.49 $12,927 - $15,302	179 Added 2.54%	7,220 $593,000
Q1 2022 Sep 07, 2022	BUY	$82.76 - $92.23 $582,713 - $649,391	7,041 New	7,041 $583,000

Others Institutions Holding FEX

# of Institutions

220

Shares Held

7.13M

Call Options Held

Put Options Held

View Full List

About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
Sector ETFs
Industry ETFs

More about FEX

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Wealth Plan Investment Management, LLC First Tr Large Cap Core Alphde Transaction History