Wealth Plan Investment Management, LLC Ishares Core S&P Total U.S. St Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$93.72 - $101.39 $594,747 - $643,420	6,346 Added 158650.0%	6,350 $598,000
Q2 2023 Aug 14, 2023	SELL	$89.03 - $97.84 $23,681 - $26,025	-266 Reduced 98.52%	4 $0
Q2 2023 Jul 25, 2023	BUY	$89.03 - $97.84 $23,681 - $26,025	266 Added 6650.0%	270 $26,000
Q1 2023 May 08, 2023	SELL	$84.12 - $93.15 $434,732 - $481,399	-5,168 Reduced 99.92%	4 $0
Q4 2022 Feb 15, 2023	BUY	$79.44 - $90.48 $4,607 - $5,247	58 Added 1.13%	5,172 $438,000
Q3 2022 Dec 12, 2022	BUY	$79.54 - $95.9 $14,237 - $17,166	179 Added 3.63%	5,114 $446,000
Q1 2022 Sep 07, 2022	BUY	$93.09 - $107.63 $459,399 - $531,154	4,935 New	4,935 $453,000

1,377

303M

58.9K

20K

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.