Wealth Plan Investment Management, LLC Proshares Tr S&P Tech Divid Ar Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 99,544 shares of TDV stock, worth $8.28 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

99,544

Previous 64,170 55.13%

Holding current value

$8.28 Million

Previous $4.67 Million 77.19%

% of portfolio

0.65%

Previous 0.49%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$62.35 - $83.2 $2.21 Million - $2.94 Million	35,374 Added 55.13%	99,544 $8.28 Million
Q1 2025 May 09, 2025	BUY	$72.31 - $80.69 $225,101 - $251,187	3,113 Added 5.1%	64,170 $4.67 Million
Q4 2024 Jan 30, 2025	BUY	$74.69 - $79.24 $408,255 - $433,125	5,466 Added 9.83%	61,057 $4.61 Million
Q3 2024 Nov 05, 2024	BUY	$69.59 - $79.2 $299,097 - $340,401	4,298 Added 8.38%	55,591 $4.28 Million
Q2 2024 Aug 09, 2024	BUY	$67.37 - $76.12 $132,584 - $149,804	1,968 Added 3.99%	51,293 $3.83 Million
Q1 2024 May 16, 2024	SELL	$66.55 - $72.09 $1.64 Million - $1.77 Million	-24,592 Reduced 33.27%	49,325 $3.55 Million
Q4 2023 Jan 05, 2024	BUY	$58.71 - $70.09 $231,082 - $275,874	3,936 Added 5.62%	73,917 $5.14 Million
Q3 2023 Nov 15, 2023	BUY	$61.59 - $67.88 $766,241 - $844,495	12,441 Added 21.62%	69,981 $4.35 Million
Q3 2023 Nov 09, 2023	BUY	$61.59 - $67.88 $488,716 - $538,627	7,935 Added 16.0%	57,540 $3.58 Million
Q2 2023 Aug 14, 2023	BUY	$57.8 - $66.26 $2.71 Million - $3.11 Million	46,891 Added 1727.75%	49,605 $3.29 Million
Q2 2023 Jul 25, 2023	SELL	$57.8 - $66.26 $3.56 Million - $4.08 Million	-61,628 Reduced 95.78%	2,714 $179,000
Q1 2023 May 08, 2023	SELL	$55.38 - $62.59 $2.81 Million - $3.17 Million	-50,696 Reduced 44.07%	64,342 $3.94 Million
Q4 2022 Feb 15, 2023	BUY	$49.99 - $59.74 $5.75 Million - $6.87 Million	115,038 New	115,038 $6.37 Million

Others Institutions Holding TDV

# of Institutions

Shares Held

2.48M

Call Options Held

Put Options Held

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About PROSHARES TR S&P TECH DIVID AR

Ticker TDV
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Wealth Plan Investment Management, LLC Proshares Tr S&P Tech Divid Ar Transaction History