Wealth Plan Partners, LLC Ishares Tr Ishares Morningstar Transaction History

Wealth Plan Partners, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 19, 2020	SELL	$18.99 - $23.14 $2.59 Million - $3.16 Million	-136,548 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$18.15 - $26.07 $191,645 - $275,273	10,559 Added 8.38%	136,548 $2.82 Million
Q4 2019 Feb 14, 2020	BUY	$24.57 - $25.69 $3.1 Million - $3.24 Million	125,989 New	125,989 $3.27 Million

1.32M

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.