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

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

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 5,400 shares of LEAD stock, worth $381,942. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,400

Previous 5,370 0.56%

Holding current value

$381,942

Previous $341,000 9.68%

% of portfolio

0.04%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

400K

Call Options Held

Put Options Held

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About SIREN DIVCON LEADERS DIVIDEND

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