Wealth Plan Investment Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$100.13 - $100.67 $694,101 - $697,844	6,932 Added 65.29%	17,549 $1.77 Million
Q1 2024 May 16, 2024	BUY	$99.81 - $100.54 $66,074 - $66,557	662 Added 6.65%	10,617 $1.07 Million
Q4 2023 Jan 05, 2024	BUY	$99.71 - $100.17 $992,613 - $997,192	9,955 New	9,955 $993,000
Q3 2023 Nov 09, 2023	BUY	$99.36 - $100.14 $6.37 Million - $6.42 Million	64,134 New	64,134 $6.42 Million
Q4 2022 Feb 15, 2023	BUY	$98.19 - $99.0 $575,393 - $580,140	5,860 Added 18.79%	37,043 $3.65 Million
Q3 2022 Dec 12, 2022	BUY	$98.86 - $99.36 $1.75 Million - $1.76 Million	17,730 Added 131.79%	31,183 $3.08 Million
Q1 2022 Sep 07, 2022	BUY	$100.07 - $101.54 $1.35 Million - $1.37 Million	13,453 New	13,453 $1.34 Million

705

87.8M

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