Wealth Plan Investment Management, LLC JOHN HANCOCK EXCHANGE TRADED Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Number of Shares
64,661
Previous 46,842 38.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
17,819 Added 38.04%
64,661 $0
Q1 2025

May 09, 2025
BUY
N/A
4,334 Added 10.2%
46,842 $0
Q4 2024

Jan 30, 2025
BUY
N/A
2,163 Added 5.36%
42,508 $0
Q3 2024

Nov 05, 2024
BUY
N/A
677 Added 1.71%
40,345 $0
Q2 2024

Aug 09, 2024
BUY
N/A
2,210 Added 5.9%
39,668 $0
Q1 2024

May 16, 2024
BUY
N/A
3,253 Added 9.51%
37,458 $0
Q4 2023

Jan 05, 2024
BUY
N/A
34,205 New
34,205 $0
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