Wealth Plan Investment Management, LLC Hartford Multifactor Developed Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Hartford Multifactor Developed stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 7,071 shares of RODM stock, worth $241,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,071
Previous 7,968 11.26%
Holding current value
$241,050
Previous $226,000 3.1%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 09, 2025
SELL
$28.07 - $31.56 $25,178 - $28,309
-897 Reduced 11.26%
7,071 $219,000
Q4 2024

Jan 30, 2025
BUY
$28.36 - $30.42 $225,972 - $242,386
7,968 New
7,968 $226,000
Q4 2023

Jan 05, 2024
BUY
$24.4 - $27.6 $179,169 - $202,666
7,343 New
7,343 $201,000
Q3 2023

Nov 09, 2023
BUY
$25.49 - $27.23 $2.87 Million - $3.07 Million
112,673 Added 6431.11%
114,425 $2.94 Million
Q2 2023

Aug 14, 2023
BUY
$25.8 - $27.29 $1,909 - $2,019
74 Added 4.41%
1,752 $46,000
Q2 2023

Jul 25, 2023
SELL
$25.8 - $27.29 $135,295 - $143,108
-5,244 Reduced 75.76%
1,678 $44,000
Q1 2023

May 08, 2023
SELL
$24.92 - $26.74 $1.61 Million - $1.72 Million
-64,431 Reduced 90.3%
6,922 $182,000
Q4 2022

Feb 15, 2023
BUY
$21.52 - $25.59 $28,772 - $34,213
1,337 Added 1.91%
71,353 $1.77 Million
Q3 2022

Dec 12, 2022
SELL
$21.66 - $26.01 $560,994 - $673,659
-25,900 Reduced 27.0%
70,016 $1.76 Million
Q1 2022

Sep 07, 2022
BUY
$27.12 - $30.49 $2.6 Million - $2.92 Million
95,916 New
95,916 $2.64 Million

Others Institutions Holding RODM

# of Institutions
122
Shares Held
33M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD MULTIFACTOR DEVELOPED

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