Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 16,227 shares of DJD stock, worth $869,442. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,227
Previous 19,589 17.16%
Holding current value
$869,442
Previous $1.03 Million 16.54%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Jul 28, 2025
SELL
$47.46 - $53.19 $159,560 - $178,824
-3,362 Reduced 17.16%
16,227 $863,000
Q1 2025

May 09, 2025
SELL
$50.21 - $54.3 $2.85 Million - $3.08 Million
-56,679 Reduced 74.32%
19,589 $1.03 Million
Q4 2024

Jan 30, 2025
BUY
$50.65 - $54.19 $3.86 Million - $4.13 Million
76,268 New
76,268 $3.87 Million

Others Institutions Holding DJD

# of Institutions
73
Shares Held
2.67M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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