Wealth Plan Investment Management, LLC Ssga Active Trust Transaction History

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,480 shares of SRLN stock, worth $436,701. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,480
Previous 13,096 19.98%
Holding current value
$436,701
Previous $549,000 19.67%
% of portfolio
0.07%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024
SELL
$41.64 - $42.11 $108,930 - $110,159
-2,616 Reduced 19.98%
10,480 $441,000
Q4 2023

Jan 05, 2024
SELL
$41.29 - $41.98 $72,422 - $73,632
-1,754 Reduced 11.81%
13,096 $549,000
Q3 2023

Nov 15, 2023
BUY
$41.52 - $42.12 $616,572 - $625,482
14,850 New
14,850 $622,000
Q2 2023

Aug 14, 2023
SELL
$40.84 - $41.87 $551,299 - $565,203
-13,499 Reduced 58.78%
9,465 $396,000
Q2 2023

Jul 25, 2023
SELL
$40.84 - $41.87 $756,969 - $776,060
-18,535 Reduced 44.66%
22,964 $961,000
Q1 2023

May 08, 2023
SELL
$40.7 - $42.14 $1.95 Million - $2.02 Million
-47,835 Reduced 53.55%
41,499 $1.72 Million
Q4 2022

Feb 15, 2023
SELL
$40.74 - $41.61 $1.16 Million - $1.19 Million
-28,526 Reduced 24.2%
89,334 $3.65 Million
Q3 2022

Dec 12, 2022
SELL
N/A
-381,045 Reduced 76.38%
117,860 $4.83 Million
Q1 2022

Sep 07, 2022
BUY
N/A
498,905 New
498,905 $22.2 Million

Others Institutions Holding SRLN

# of Institutions
507
Shares Held
101M
Call Options Held
25.3K
Put Options Held
518K
View Full List

About SSGA ACTIVE TRUST

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