Wealth Plan Partners, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$30.46 - $44.41 $12,244 - $17,852	402 New	402 $16.2 Million
Q4 2021 Feb 01, 2022	SELL	$91.87 - $125.12 $407,810 - $555,407	-4,439 Closed	0 $0
Q3 2021 Dec 09, 2021	SELL	$109.72 - $129.16 $102,588 - $120,764	-935 Reduced 17.4%	4,439 $490,000
Q2 2021 Aug 19, 2021	SELL	$99.48 - $130.88 $35,514 - $46,724	-357 Reduced 6.23%	5,374 $652,000
Q1 2021 May 11, 2021	SELL	$110.26 - $156.58 $1.21 Million - $1.72 Million	-10,999 Reduced 65.74%	5,731 $649,000
Q4 2020 Feb 09, 2021	BUY	$90.79 - $135.05 $176,768 - $262,942	1,947 Added 13.17%	16,730 $2.48 Million
Q3 2020 Dec 18, 2020	BUY	$73.5 - $97.21 $89,376 - $118,207	1,216 Added 8.96%	14,783 $1.46 Million
Q2 2020 Aug 19, 2020	BUY	$40.2 - $72.4 $545,393 - $982,250	13,567 New	13,567 $1.16 Million

Others Institutions Holding ARKK

# of Institutions

676

Shares Held

50.3M

Call Options Held

16.1M

Put Options Held

16.3M

Morgan Stanley New York, NY

5.18M
Shares

$306 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

3.89M
Shares

$230 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.82M
Shares

$226 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.12M
Shares

$185 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.62M
Shares

$155 Million
0.02% of portfolio

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
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