Wealth Plan Partners, LLC Hartford Multifactor Developed Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$27.35 - $30.82 $1,176 - $1,325
-43 Reduced 0.41%
10,529 $321 Million
Q2 2024

Aug 09, 2024
SELL
$26.89 - $28.85 $4.98 Million - $5.34 Million
-185,100 Reduced 94.6%
10,572 $292 Million
Q1 2024

May 07, 2024
BUY
$26.48 - $28.04 $141,932 - $150,294
5,360 Added 2.82%
195,672 $5.48 Billion
Q4 2023

Jan 05, 2024
BUY
$24.4 - $27.6 $1.85 Million - $2.09 Million
75,887 Added 66.32%
190,312 $5.22 Billion
Q3 2023

Nov 01, 2023
BUY
$25.49 - $27.23 $698,604 - $746,292
27,407 Added 31.5%
114,425 $2.94 Billion
Q2 2023

Jul 31, 2023
BUY
$25.8 - $27.29 $395,127 - $417,946
15,315 Added 21.36%
87,018 $2.29 Billion
Q1 2023

May 10, 2023
BUY
$24.92 - $26.74 $8,722 - $9,359
350 Added 0.49%
71,703 $1.89 Billion
Q4 2022

Feb 16, 2023
SELL
$21.52 - $25.59 $528,595 - $628,567
-24,563 Reduced 25.61%
71,353 $1.88 Billion
Q1 2022

May 03, 2022
SELL
$27.12 - $30.49 $6.47 Million - $7.27 Million
-238,438 Reduced 71.31%
95,916 $2.64 Million
Q4 2021

Feb 01, 2022
SELL
$29.2 - $31.08 $978,404 - $1.04 Million
-33,507 Reduced 9.11%
334,354 $9.8 Million
Q3 2021

Dec 09, 2021
SELL
$30.1 - $31.87 $13.4 Million - $14.2 Million
-445,253 Reduced 54.76%
367,861 $0
Q2 2021

Aug 19, 2021
BUY
$30.02 - $31.92 $198,011 - $210,544
6,596 Added 0.82%
813,114 $25.6 Million
Q1 2021

May 11, 2021
SELL
$28.2 - $30.0 $311,102 - $330,960
-11,032 Reduced 1.35%
806,518 $24.6 Million
Q4 2020

Feb 09, 2021
BUY
$25.02 - $28.69 $475,004 - $544,679
18,985 Added 2.38%
817,550 $23.5 Million
Q3 2020

Dec 18, 2020
SELL
$24.62 - $26.61 $106,579 - $115,194
-4,329 Reduced 0.54%
798,565 $21.7 Million
Q2 2020

Aug 19, 2020
BUY
$20.95 - $26.59 $247,566 - $314,214
11,817 Added 1.49%
802,894 $21.2 Million
Q1 2020

May 15, 2020
BUY
$19.02 - $29.71 $505,152 - $789,067
26,559 Added 3.47%
791,077 $17.8 Million
Q4 2019

Feb 14, 2020
BUY
$27.21 - $29.7 $491,303 - $536,263
18,056 Added 2.42%
764,518 $22.4 Million
Q3 2019

Nov 15, 2019
SELL
$27.53 - $27.96 $206,117 - $209,336
-7,487 Reduced 0.99%
746,462 $21.5 Million
Q2 2019

Aug 19, 2019
SELL
N/A
-64,460 Reduced 7.88%
753,949 $20.5 Million
Q1 2019

May 16, 2019
SELL
N/A
-11,033 Reduced 1.33%
818,409 $22.7 Million
Q4 2018

Feb 20, 2019
BUY
N/A
40,519 Added 5.14%
829,442 $23.1 Million
Q3 2018

Nov 21, 2018
BUY
N/A
788,923 New
788,923 $21 Million

Others Institutions Holding RODM

# of Institutions
117
Shares Held
34.1M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD MULTIFACTOR DEVELOPED

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  • Ticker RODM
  • Sector ETFs
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