Wealth Plan Investment Management, LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,451 shares of XSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,451
Holding current value
$0
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
8,451 New
8,451 $0
Q4 2023

Jan 05, 2024
SELL
N/A
-44,013 Reduced 46.48%
50,688 $0
Q3 2023

Nov 15, 2023
BUY
N/A
33,229 Added 54.06%
94,701 $0
Q3 2023

Nov 09, 2023
SELL
N/A
-19,072 Reduced 23.68%
61,472 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-102,916 Reduced 56.1%
80,544 $0
Q2 2023

Jul 25, 2023
BUY
N/A
84,973 Added 86.28%
183,460 $0
Q1 2023

May 08, 2023
SELL
N/A
-56,244 Reduced 36.35%
98,487 $0
Q4 2022

Feb 15, 2023
BUY
N/A
581 Added 0.38%
154,731 $0
Q3 2022

Dec 12, 2022
BUY
N/A
154,150 New
154,150 $4.77 Million

Others Institutions Holding XSEP

# of Institutions
58
Shares Held
1.74M
Call Options Held
0
Put Options Held
0
View Full List

About FRST TR EX TRD VIII CBOE VEST

XSEP Quotes by TradingView
  • Ticker XSEP
More about XSEP
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