Wealth Plan Partners, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$60.28 - $64.24 $159,500 - $169,979	-2,646 Reduced 95.11%	136 $8.54 Million
Q1 2023 May 10, 2023	BUY	$59.48 - $65.02 $165,473 - $180,885	2,782 New	2,782 $174 Million
Q4 2019 Feb 14, 2020	SELL	$56.67 - $58.34 $250,254 - $257,629	-4,416 Closed	0 $0
Q3 2019 Nov 15, 2019	BUY	$54.33 - $57.96 $239,921 - $255,951	4,416 New	4,416 $252,000

728

76.8M

59.6K

11.4K

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Partners, LLC with notifications on news.