Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 16, 2023

SELL
$18.96 - $20.63 $423,338 - $460,626
-22,328 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$21.72 - $23.32 $1,346 - $1,445
62 Added 0.28%
22,328 $492,000
Q4 2021

Feb 01, 2022

BUY
$22.55 - $24.31 $9,200 - $9,918
408 Added 1.87%
22,266 $501,000
Q3 2021

Dec 09, 2021

BUY
$22.14 - $23.43 $10,848 - $11,480
490 Added 2.29%
21,858 $0
Q2 2021

Aug 19, 2021

BUY
$21.37 - $22.71 $75,393 - $80,120
3,528 Added 19.78%
21,368 $491,000
Q1 2021

May 11, 2021

BUY
$20.35 - $21.66 $363,044 - $386,414
17,840 New
17,840 $387,000

Others Institutions Holding PBP

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PBP
  • Sector ETFs
  • Industry ETFs
More about PBP
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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