Wealth Plan Partners, LLC Global X Fdsnasdaq 100 Covered Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$16.93 - $17.8 $50 - $53	3 Added 0.97%	312 $5.53 Million
Q1 2023 May 10, 2023	BUY	$15.76 - $17.15 $4,869 - $5,299	309 New	309 $5.29 Million
Q4 2022 Feb 16, 2023	SELL	$15.39 - $16.71 $534,987 - $580,873	-34,762 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$19.1 - $22.29 $82,874 - $96,716	4,339 Added 14.26%	34,762 $673,000
Q4 2021 Feb 01, 2022	BUY	$21.71 - $23.05 $32,499 - $34,505	1,497 Added 5.18%	30,423 $632,000
Q3 2021 Dec 09, 2021	SELL	$22.03 - $23.12 $89,507 - $93,936	-4,063 Reduced 12.32%	28,926 $0
Q2 2021 Aug 19, 2021	SELL	$21.37 - $22.84 $13,655 - $14,594	-639 Reduced 1.9%	32,989 $748,000
Q1 2021 May 11, 2021	BUY	$21.45 - $23.47 $10,467 - $11,453	488 Added 1.47%	33,628 $747,000
Q4 2020 Feb 09, 2021	BUY	$20.69 - $23.02 $45,414 - $50,528	2,195 Added 7.09%	33,140 $775,000
Q3 2020 Dec 18, 2020	BUY	$20.96 - $22.27 $648,607 - $689,145	30,945 New	30,945 $682,000

Others Institutions Holding QYLD

# of Institutions

418

Shares Held

88.2M

Call Options Held

231K

Put Options Held

352K

Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$198 Million
0.09% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$170 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

5.11M
Shares

$93.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

4.45M
Shares

$81.6 Million
0.02% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

4.41M
Shares

$80.9 Million
10.17% of portfolio

About GLOBAL X FDSNASDAQ 100 COVERED

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