Wealth Plan Investment Management, LLC Siren Divcon Leaders Dividend Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Siren Divcon Leaders Dividend stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,465 shares of LEAD stock, worth $379,817. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,465
Previous 5,430 0.64%
Holding current value
$379,817
Previous $361,000 1.94%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$63.83 - $69.34 $2,234 - $2,426
35 Added 0.64%
5,465 $354,000
Q4 2024

Jan 30, 2025
BUY
$66.53 - $71.39 $1,995 - $2,141
30 Added 0.56%
5,430 $361,000
Q3 2024

Nov 05, 2024
BUY
$62.93 - $69.43 $1,887 - $2,082
30 Added 0.56%
5,400 $374,000
Q2 2024

Aug 09, 2024
SELL
$61.21 - $65.63 $2,876 - $3,084
-47 Reduced 0.87%
5,370 $341,000
Q1 2024

May 16, 2024
SELL
$59.0 - $66.08 $7,080 - $7,929
-120 Reduced 2.17%
5,417 $357,000
Q4 2023

Jan 05, 2024
BUY
$52.15 - $60.93 $1,251 - $1,462
24 Added 0.44%
5,537 $336,000
Q3 2023

Nov 15, 2023
BUY
$54.3 - $58.29 $299,355 - $321,352
5,513 New
5,513 $302,000
Q2 2023

Aug 14, 2023
BUY
$50.89 - $56.41 $4,936 - $5,471
97 Added 20.04%
581 $32,000
Q2 2023

Jul 25, 2023
SELL
$50.89 - $56.41 $245,188 - $271,783
-4,818 Reduced 90.87%
484 $27,000
Q1 2023

May 08, 2023
BUY
$48.2 - $54.37 $385 - $434
8 Added 0.15%
5,302 $281,000
Q4 2022

Feb 15, 2023
BUY
$45.13 - $52.51 $3,475 - $4,043
77 Added 1.48%
5,294 $258,000
Q3 2022

Dec 12, 2022
SELL
$45.16 - $54.49 $26,508 - $31,985
-587 Reduced 10.11%
5,217 $266,000
Q1 2022

Sep 07, 2022
BUY
$51.92 - $60.3 $301,343 - $349,981
5,804 New
5,804 $299,000

Others Institutions Holding LEAD

# of Institutions
32
Shares Held
424K
Call Options Held
0
Put Options Held
0
View Full List

About SIREN DIVCON LEADERS DIVIDEND

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