Wealth Plan Investment Management, LLC LISTED FD TR Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025
Number of Shares
5,926
Previous 4,595 28.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2025
BUY
N/A
1,331 Added 28.97%
5,926 $0
Q4 2024

Jan 30, 2025
BUY
N/A
4,595 New
4,595 $0
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