Wealth Plan Investment Management, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,230 shares of DFEB stock, worth $529,436. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,230
Previous 7,933 54.17%
Holding current value
$529,436
Previous $331,000 57.7%
% of portfolio
0.06%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$41.53 - $42.95 $178,454 - $184,556
4,297 Added 54.17%
12,230 $522,000
Q3 2024

Nov 05, 2024
BUY
$39.33 - $41.74 $17,147 - $18,198
436 Added 5.82%
7,933 $331,000
Q2 2024

Aug 09, 2024
SELL
$38.0 - $40.38 $141,702 - $150,577
-3,729 Reduced 33.22%
7,497 $302,000
Q1 2024

May 16, 2024
SELL
$37.32 - $39.11 $4,179 - $4,380
-112 Reduced 0.99%
11,226 $439,000
Q4 2023

Jan 05, 2024
SELL
$33.83 - $37.5 $981 - $1,087
-29 Reduced 0.26%
11,338 $425,000
Q3 2023

Nov 15, 2023
BUY
$34.73 - $35.88 $394,775 - $407,847
11,367 New
11,367 $396,000
Q2 2023

Aug 14, 2023
SELL
$33.47 - $35.37 $3.9 Million - $4.12 Million
-116,549 Reduced 98.58%
1,678 $59,000
Q2 2023

Jul 25, 2023
BUY
$33.47 - $35.37 $3.51 Million - $3.71 Million
104,953 Added 790.67%
118,227 $4.18 Million
Q1 2023

May 08, 2023
SELL
$32.49 - $34.07 $197,766 - $207,384
-6,087 Reduced 31.44%
13,274 $446,000
Q4 2022

Feb 15, 2023
SELL
$32.71 - $34.15 $25,382 - $26,500
-776 Reduced 3.85%
19,361 $645,000
Q3 2022

Dec 12, 2022
SELL
$32.67 - $35.26 $2.42 Million - $2.61 Million
-74,018 Reduced 78.61%
20,137 $677,000
Q1 2022

Sep 07, 2022
BUY
$34.69 - $36.11 $3.27 Million - $3.4 Million
94,155 New
94,155 $3.25 Million

Others Institutions Holding DFEB

# of Institutions
105
Shares Held
4.68M
Call Options Held
0
Put Options Held
0
View Full List

About FT TR ETF VIII FT CBOE VEST US

DFEB Quotes by TradingView
  • Ticker DFEB
  • Sector ETFs
  • Industry ETFs
More about DFEB
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