Wealth Plan Investment Management, LLC First Trust Nasdaq Technology Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 24,209 shares of TDIV stock, worth $1.93 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
24,209
Previous 29,323 17.44%
Holding current value
$1.93 Million
Previous $2.3 Million 22.52%
% of portfolio
0.19%
Previous 0.24%

Shares

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

May 09, 2025
SELL
$73.39 - $83.95 $375,316 - $429,320
-5,114 Reduced 17.44%
24,209 $1.78 Million
Q4 2024

Jan 30, 2025
SELL
$78.03 - $82.13 $2.88 Million - $3.04 Million
-36,967 Reduced 55.77%
29,323 $2.3 Million
Q3 2024

Nov 05, 2024
BUY
$70.51 - $81.07 $4.67 Million - $5.37 Million
66,290 New
66,290 $5.32 Million

Others Institutions Holding TDIV

# of Institutions
367
Shares Held
22.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

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