Wealth Plan Investment Management, LLC Simplify Exch Trad Fds Simplif Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$22.34 - $25.0 $433,485 - $485,100	19,404 Added 3458.82%	19,965 $499,000
Q2 2023 Jul 25, 2023	SELL	$22.34 - $25.0 $712,467 - $797,300	-31,892 Reduced 98.27%	561 $14,000
Q1 2023 May 08, 2023	SELL	$20.03 - $23.11 $1.28 Million - $1.47 Million	-63,659 Reduced 66.23%	32,453 $739,000
Q4 2022 Feb 15, 2023	SELL	$19.15 - $21.52 $44,064 - $49,517	-2,301 Reduced 2.34%	96,112 $1.94 Million
Q3 2022 Dec 12, 2022	BUY	$19.18 - $23.74 $922,884 - $1.14 Million	48,117 Added 95.67%	98,413 $2.03 Million
Q1 2022 Sep 07, 2022	BUY	$23.97 - $28.32 $1.21 Million - $1.42 Million	50,296 New	50,296 $1.2 Million

468K

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.