Wealth Plan Investment Management, LLC VALUED ADVISERS TR Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Number of Shares
444,784
Previous 389,228 14.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
BUY
N/A
55,556 Added 14.27%
444,784 $0
Q1 2025

May 09, 2025
BUY
N/A
20,490 Added 5.56%
389,228 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-2,167 Reduced 0.58%
368,738 $0
Q3 2024

Nov 05, 2024
BUY
N/A
370,905 New
370,905 $0
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