Wealth Plan Partners, LLC First Trust Nyse Arca Biotechn Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$151.19 - $159.79 $25,399 - $26,844	-168 Reduced 28.38%	424 $64.9 Million
Q1 2023 May 10, 2023	BUY	$147.92 - $165.37 $87,568 - $97,899	592 New	592 $91.8 Million
Q3 2020 Dec 18, 2020	SELL	$150.39 - $180.07 $266,942 - $319,624	-1,775 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$127.11 - $171.8 $8,643 - $11,682	68 Added 3.98%	1,775 $292,000
Q1 2020 May 15, 2020	BUY	$114.56 - $156.02 $20,620 - $28,083	180 Added 11.79%	1,707 $268,000
Q4 2019 Feb 14, 2020	BUY	$120.34 - $154.01 $2,647 - $3,388	22 Added 1.46%	1,527 $236,000
Q3 2019 Nov 15, 2019	BUY	$123.44 - $131.99 $185,777 - $198,644	1,505 New	1,505 $203,000
Q2 2019 Aug 19, 2019	SELL	N/A	-1,553 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	1,553 New	1,553 $205,000

Others Institutions Holding FBT

# of Institutions

266

Shares Held

3.82M

Call Options Held

19.1K

Put Options Held

0

Morgan Stanley New York, NY

417K
Shares

$74.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

373K
Shares

$66.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

243K
Shares

$43.4 Million
0.0% of portfolio
Ubs Group Ag

200K
Shares

$35.8 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

186K
Shares

$33.1 Million
0.0% of portfolio

About FIRST TRUST NYSE ARCA BIOTECHN

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