Wealth Plan Investment Management, LLC Listed Fds Tr Horizon Kinetics Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$29.38 - $32.03 $144,197 - $157,203	-4,908 Reduced 68.27%	2,281 $69,000
Q2 2023 Jul 25, 2023	BUY	$29.38 - $32.03 $128,684 - $140,291	4,380 Added 155.93%	7,189 $219,000
Q1 2023 May 08, 2023	SELL	$28.93 - $32.92 $210,350 - $239,361	-7,271 Reduced 72.13%	2,809 $86,000
Q4 2022 Feb 15, 2023	SELL	$28.23 - $33.05 $7,424 - $8,692	-263 Reduced 2.54%	10,080 $317,000
Q3 2022 Dec 12, 2022	SELL	$27.16 - $31.72 $9.07 Million - $10.6 Million	-333,775 Reduced 96.99%	10,343 $330,000
Q1 2022 Sep 07, 2022	BUY	$29.55 - $33.95 $10.2 Million - $11.7 Million	344,118 New	344,118 $10.9 Million

121

13.6M

2.9K

1.7K

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.