Wealth Plan Partners, LLC Spdr Portfolio Aggregate Bond Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$24.54 - $25.28 $868,961 - $895,164	35,410 Added 6.04%	621,420 $15.6 Billion
Q1 2024 May 07, 2024	SELL	$24.99 - $25.67 $179,553 - $184,438	-7,185 Reduced 1.21%	586,010 $14.8 Billion
Q4 2023 Jan 05, 2024	BUY	$23.71 - $25.74 $488,188 - $529,986	20,590 Added 3.6%	593,195 $15.2 Billion
Q3 2023 Nov 01, 2023	BUY	$24.28 - $25.47 $194,045 - $203,556	7,992 Added 1.42%	572,605 $13.9 Billion
Q2 2023 Jul 31, 2023	BUY	$25.22 - $26.01 $637,031 - $656,986	25,259 Added 4.68%	564,613 $14.3 Billion
Q1 2023 May 10, 2023	BUY	$24.92 - $26.08 $226,996 - $237,562	9,109 Added 1.72%	539,354 $13.9 Billion
Q4 2022 Feb 16, 2023	SELL	$24.25 - $25.85 $178,577 - $190,359	-7,364 Reduced 1.37%	530,245 $13.5 Billion
Q1 2022 May 03, 2022	SELL	$27.54 - $29.46 $102,311 - $109,443	-3,715 Reduced 0.69%	537,609 $14.3 Million
Q4 2021 Feb 01, 2022	BUY	$29.5 - $29.98 $615,193 - $625,202	20,854 Added 4.01%	541,324 $15.7 Million
Q3 2021 Dec 09, 2021	BUY	$29.83 - $30.33 $1.31 Million - $1.33 Million	43,937 Added 9.22%	520,470 $0
Q2 2021 Aug 19, 2021	BUY	$29.63 - $30.01 $848,188 - $859,066	28,626 Added 6.39%	476,533 $14.3 Million
Q1 2021 May 11, 2021	BUY	$29.52 - $30.77 $1.13 Million - $1.18 Million	38,235 Added 9.33%	447,907 $13.4 Million
Q4 2020 Feb 09, 2021	BUY	$30.52 - $30.88 $1.01 Million - $1.02 Million	32,932 Added 8.74%	409,672 $12.5 Million
Q3 2020 Dec 18, 2020	BUY	$30.77 - $31.23 $1.13 Million - $1.14 Million	36,627 Added 10.77%	376,740 $11.5 Million
Q2 2020 Aug 19, 2020	SELL	$30.0 - $30.86 $405,180 - $416,795	-13,506 Reduced 3.82%	340,113 $10.5 Million
Q1 2020 May 15, 2020	SELL	$27.93 - $30.83 $1.42 Million - $1.57 Million	-50,969 Reduced 12.6%	353,619 $10.8 Million
Q4 2019 Feb 14, 2020	BUY	$29.24 - $29.77 $275,265 - $280,254	9,414 Added 2.38%	404,588 $12.1 Million
Q3 2019 Nov 15, 2019	BUY	$29.25 - $29.64 $84,912 - $86,044	2,903 Added 0.74%	395,174 $11.6 Million
Q2 2019 Aug 19, 2019	BUY	N/A	3,973 Added 1.02%	392,271 $11.6 Million
Q1 2019 May 16, 2019	BUY	N/A	14,689 Added 3.93%	388,298 $11.1 Million
Q4 2018 Feb 20, 2019	BUY	N/A	4,147 Added 1.12%	373,609 $10.5 Million
Q3 2018 Nov 21, 2018	BUY	N/A	18,633 Added 5.31%	369,462 $10.1 Million
Q2 2018 Aug 16, 2018	SELL	N/A	-8,914 Reduced 2.48%	350,829 $9.79 Million
Q1 2018 May 16, 2018	BUY	N/A	359,743 New	359,743 $10.1 Million

Others Institutions Holding SPAB

# of Institutions

493

Shares Held

261M

Call Options Held

800

Put Options Held

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