Wealth Plan Investment Management, LLC Proshares Tr S&P Tech Divid Ar Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 61,057 shares of TDV stock, worth $4.42 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
61,057
Previous 55,591 9.83%
Holding current value
$4.42 Million
Previous $4.28 Million 7.52%
% of portfolio
0.49%
Previous 0.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$74.69 - $79.24 $408,255 - $433,125
5,466 Added 9.83%
61,057 $4.61 Million
Q3 2024

Nov 05, 2024
BUY
$69.59 - $79.2 $299,097 - $340,401
4,298 Added 8.38%
55,591 $4.28 Million
Q2 2024

Aug 09, 2024
BUY
$67.37 - $76.12 $132,584 - $149,804
1,968 Added 3.99%
51,293 $3.83 Million
Q1 2024

May 16, 2024
SELL
$66.55 - $72.09 $1.64 Million - $1.77 Million
-24,592 Reduced 33.27%
49,325 $3.55 Million
Q4 2023

Jan 05, 2024
BUY
$58.71 - $70.09 $231,082 - $275,874
3,936 Added 5.62%
73,917 $5.14 Million
Q3 2023

Nov 15, 2023
BUY
$61.59 - $67.88 $766,241 - $844,495
12,441 Added 21.62%
69,981 $4.35 Million
Q3 2023

Nov 09, 2023
BUY
$61.59 - $67.88 $488,716 - $538,627
7,935 Added 16.0%
57,540 $3.58 Million
Q2 2023

Aug 14, 2023
BUY
$57.8 - $66.26 $2.71 Million - $3.11 Million
46,891 Added 1727.75%
49,605 $3.29 Million
Q2 2023

Jul 25, 2023
SELL
$57.8 - $66.26 $3.56 Million - $4.08 Million
-61,628 Reduced 95.78%
2,714 $179,000
Q1 2023

May 08, 2023
SELL
$55.38 - $62.59 $2.81 Million - $3.17 Million
-50,696 Reduced 44.07%
64,342 $3.94 Million
Q4 2022

Feb 15, 2023
BUY
$49.99 - $59.74 $5.75 Million - $6.87 Million
115,038 New
115,038 $6.37 Million

Others Institutions Holding TDV

# of Institutions
81
Shares Held
2.4M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P TECH DIVID AR

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