Wealth Plan Partners, LLC Ishares Tr U S Divid & Buyback Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	BUY	$37.11 - $39.96 $10,390 - $11,188	280 Added 3.85%	7,549 $281 Million
Q2 2023 Jul 31, 2023	BUY	$35.95 - $38.25 $1,761 - $1,874	49 Added 0.68%	7,269 $278 Million
Q1 2023 May 10, 2023	BUY	$35.63 - $39.7 $41,330 - $46,052	1,160 Added 19.14%	7,220 $270 Million
Q4 2022 Feb 16, 2023	BUY	$34.06 - $39.62 $6,743 - $7,844	198 Added 3.38%	6,060 $238 Million
Q1 2022 May 03, 2022	BUY	$39.52 - $43.43 $231,666 - $254,586	5,862 New	5,862 $229,000

5.33M

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Partners, LLC with notifications on news.