Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$50.36 - $54.21 $1.64 Million - $1.76 Million	32,549 New	32,549 $1.65 Million
Q4 2022 Feb 15, 2023	BUY	$42.25 - $48.16 $62,868 - $71,662	1,488 Added 4.85%	32,162 $1.45 Million
Q3 2022 Dec 12, 2022	BUY	$42.35 - $51.01 $325,036 - $391,501	7,675 Added 33.37%	30,674 $1.42 Million
Q1 2022 Sep 07, 2022	BUY	$49.51 - $57.27 $1.14 Million - $1.32 Million	22,999 New	22,999 $1.13 Million

1,353

349M

34.3K

1.2K

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