Wealth Plan Partners, LLC Simplify Exch Trad Fds Simplif Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$22.34 - $25.0 $462,236 - $517,275	-20,691 Reduced 33.65%	40,795 $1.02 Billion
Q1 2023 May 10, 2023	SELL	$20.03 - $23.11 $694,099 - $800,830	-34,653 Reduced 36.04%	61,486 $1.4 Billion
Q4 2022 Feb 16, 2023	BUY	$19.67 - $21.52 $901,731 - $986,541	45,843 Added 91.15%	96,139 $2.16 Billion
Q1 2022 May 03, 2022	BUY	N/A	50,296 New	50,296 $1.2 Million

468K

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