Wealth Plan Partners, LLC Barclays Bank PLC Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$30.41 - $33.69 $7,115 - $7,883	234 New	234 $7.39 Million

Others Institutions Holding DJP

# of Institutions

143

Shares Held

8.3M

Call Options Held

300

Put Options Held

0

Blb&B Advisors, LLC

1.56M
Shares

$50.2 Million
2.74% of portfolio
Osborne Partners Capital Management, LLC

751K
Shares

$24.3 Million
1.44% of portfolio
Dimension Capital Management LLC Coral Gables, FL

459K
Shares

$14.8 Million
2.85% of portfolio
Heartland Bank & Trust CO

437K
Shares

$14.1 Million
8.1% of portfolio
Goldman Sachs Group Inc New York, NY

433K
Shares

$14 Million
0.0% of portfolio

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

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