Wealth Plan Partners, LLC First Tr Exchange Traded Fd Fi Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$57.64 - $65.59 $634 - $721	-11 Reduced 4.45%	236 $15.1 Million
Q1 2023 May 10, 2023	BUY	$60.62 - $71.94 $14,973 - $17,769	247 New	247 $16.1 Million
Q4 2022 Feb 16, 2023	SELL	$53.53 - $65.39 $869,434 - $1.06 Million	-16,242 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$57.51 - $73.35 $31,803 - $40,562	553 Added 3.52%	16,242 $1.13 Million
Q4 2021 Feb 01, 2022	BUY	$56.62 - $63.53 $888,311 - $996,722	15,689 New	15,689 $923,000

125

3.48M

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