Wealth Plan Investment Management, LLC Closed Holding Positions

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NNI
Nelnet Inc

Financial Services
Q2 2023 Filed on Aug 14, 2023
709
$90.68 - $101.1 $64.3K - $71.7K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2022 Filed on Dec 12, 2022
16,603
$23.9 - $26.1 $397K - $433K
John Hancock Exchange Traded
Q3 2022 Filed on Dec 12, 2022
3,608
N/A
KKR
Kkr & Co. Inc.

Financial Services
Q3 2022 Filed on Dec 12, 2022
5,252
$19.95 - $55.46 $105K - $291K
LUMN
Lumen Technologies, Inc.

Communication Services
Q3 2022 Filed on Dec 12, 2022
10,483
$7.28 - $11.26 $76.3K - $118K
Mandiant Inc
Q3 2022 Filed on Dec 12, 2022
145,000
N/A
AVDG
New Age Alpha Tr Avdr Us Large

ETFs
Q3 2022 Filed on Dec 12, 2022
127,140
$0.0 - $25.83 $0 - $3.28M
OKE
Oneok Inc

Energy
Q3 2022 Filed on Dec 12, 2022
3,919
$50.58 - $66.65 $198K - $261K
Osi ETF Tr
Q3 2022 Filed on Dec 12, 2022
9,700
N/A
SHW
Sherwin Williams CO

Basic Materials
Q3 2022 Filed on Dec 12, 2022
1,052
$204.75 - $259.01 $215K - $272K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2022 Filed on Dec 12, 2022
3,071
$75.06 - $94.9 $231K - $291K
STON
Stonemor Inc.

Consumer Cyclical
Q3 2022 Filed on Dec 12, 2022
15,732
$3.39 - $3.46 $53.3K - $54.4K
SWCH
Switch, Inc.

Technology
Q3 2022 Filed on Dec 12, 2022
18,676
$33.45 - $34.04 $625K - $636K
TTOO
T2 Biosystems, Inc.

Healthcare
Q3 2022 Filed on Dec 12, 2022
25,300
$0.09 - $565.0 $2.28K - $14.3M
PATH
Ui Path, Inc.

Technology
Q3 2022 Filed on Dec 12, 2022
18,244
$12.57 - $21.94 $229K - $400K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2022 Filed on Dec 12, 2022
4,683
$72.72 - $79.93 $341K - $374K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q3 2022 Filed on Dec 12, 2022
12,714
$33.56 - $37.12 $427K - $472K
NYF
Ishares New York Muni Bond ETF

ETFs
Q3 2022 Filed on Dec 12, 2022
8,683
$50.53 - $53.83 $439K - $467K
AMPE
Ampio Pharmaceuticals, Inc.

Healthcare
Q3 2022 Filed on Dec 12, 2022
14,435
$0.08 - $21.0 $1.15K - $303K
Aspen Technology Inc
Q3 2022 Filed on Dec 12, 2022
6,842
N/A
CSX
Csx Corp

Industrials
Q3 2022 Filed on Dec 12, 2022
5,958
$26.64 - $34.48 $159K - $205K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2022 Filed on Dec 12, 2022
10,232
$24.42 - $24.42 $250K - $250K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q3 2022 Filed on Dec 12, 2022
43,092
$32.38 - $33.5 $1.4M - $1.44M
FAD
First Tr Multi Cap Growth Alph

ETFs
Q3 2022 Filed on Dec 12, 2022
4,791
$89.21 - $106.53 $427K - $510K
IRT
Independence Realty Trust, Inc.

Real Estate
Q3 2022 Filed on Dec 12, 2022
27,135
$16.24 - $22.53 $441K - $611K
UNOV
Earth Science Tech, Inc.

ETFs
Q3 2022 Filed on Dec 12, 2022
34,217
$27.36 - $28.19 $936K - $965K
IVT
Inven Trust Properties Corp.

Real Estate
Q3 2022 Filed on Dec 12, 2022
15,050
$21.33 - $29.94 $321K - $451K
PSMM
Invesco Act Mng ETF Tr Moderat

ETFs
Q3 2022 Filed on Dec 12, 2022
16,866
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2022 Filed on Dec 12, 2022
22,328
$18.91 - $21.5 $422K - $480K
RZG
Invesco Fd Tr S&P Smallcap 600
Q3 2022 Filed on Dec 12, 2022
3,354
N/A
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q3 2022 Filed on Dec 12, 2022
9,213
$20.04 - $23.49 $185K - $216K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q3 2022 Filed on Dec 12, 2022
8,189
$47.75 - $52.55 $391K - $430K
IEFA
Ishares Tr

ETFs
Q3 2022 Filed on Dec 12, 2022
5,468
$52.32 - $63.1 $286K - $345K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q3 2022 Filed on Dec 12, 2022
3,232
$81.86 - $99.37 $265K - $321K
MID
American Centy ETF Tr Mid Cap

Technology
Q3 2022 Filed on Dec 12, 2022
6,650
$39.33 - $48.25 $262K - $321K
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