Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds E Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Simplify Exchange Traded Fds E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 556,049 shares of HIGH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
556,049
Previous 486,242 14.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
BUY
N/A
69,807 Added 14.36%
556,049 $0
Q1 2025

May 09, 2025
SELL
N/A
-11,849 Reduced 2.38%
486,242 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-44,145 Reduced 8.14%
498,091 $0
Q3 2024

Nov 05, 2024
SELL
N/A
-162,776 Reduced 23.09%
542,236 $0
Q2 2024

Aug 09, 2024
BUY
N/A
46,112 Added 7.0%
705,012 $0
Q1 2024

May 16, 2024
BUY
N/A
658,900 New
658,900 $0

Others Institutions Holding HIGH

# of Institutions
57
Shares Held
4.89M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS E

HIGH Quotes by TradingView
  • Ticker HIGH
More about HIGH
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