Wealth Plan Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$63.33 - $67.21 $86,445 - $91,741	-1,365 Reduced 69.01%	613 $41.1 Million
Q1 2023 May 10, 2023	BUY	$62.59 - $69.3 $123,803 - $137,075	1,978 New	1,978 $130 Million
Q1 2022 May 03, 2022	SELL	$67.71 - $74.19 $209,291 - $229,321	-3,091 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$67.9 - $73.3 $209,878 - $226,570	3,091 New	3,091 $220,000

834

112M

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