Wealth Plan Investment Management, LLC Schwab Strategic Us Tips ETF Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$50.37 - $52.48 $2.88 Million - $3 Million	57,237 Added 154694.59%	57,274 $2.89 Million
Q2 2023 Aug 14, 2023	SELL	$52.18 - $54.02 $235,383 - $243,684	-4,511 Reduced 99.19%	37 $1,000
Q2 2023 Jul 25, 2023	SELL	$52.18 - $54.02 $70,912 - $73,413	-1,359 Reduced 23.01%	4,548 $238,000
Q1 2023 May 08, 2023	SELL	$51.68 - $53.62 $979,025 - $1.02 Million	-18,944 Reduced 76.23%	5,907 $316,000
Q4 2022 Feb 15, 2023	SELL	$51.47 - $53.83 $13.1 Million - $13.7 Million	-255,250 Reduced 91.13%	24,851 $1.29 Million
Q3 2022 Dec 12, 2022	BUY	$51.8 - $57.88 $13.5 Million - $15 Million	259,671 Added 1271.03%	280,101 $15 Million
Q1 2022 Sep 07, 2022	BUY	$59.94 - $62.99 $1.22 Million - $1.29 Million	20,430 New	20,430 $1.21 Million

698

171M

66.2K

2.7K

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