Wealth Plan Partners, LLC Proshares Tr S&P Tech Divid Ar Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 67,557 shares of TDV stock, worth $5.31 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

67,557

Previous 69,953 3.43%

Holding current value

$5.31 Million

Previous $5.39 Billion 5.45%

% of portfolio

0.72%

Previous 0.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$74.69 - $79.24 $178,957 - $189,859	-2,396 Reduced 3.43%	67,557 $5.1 Billion
Q3 2024 Nov 05, 2024	BUY	$69.59 - $79.2 $64,161 - $73,022	922 Added 1.34%	69,953 $5.39 Billion
Q2 2024 Aug 09, 2024	BUY	$67.37 - $76.12 $86,772 - $98,042	1,288 Added 1.9%	69,031 $5.15 Billion
Q1 2024 May 07, 2024	BUY	$66.55 - $72.09 $596,753 - $646,431	8,967 Added 15.26%	67,743 $4.88 Billion
Q4 2023 Jan 05, 2024	BUY	$58.71 - $70.09 $72,565 - $86,631	1,236 Added 2.15%	58,776 $4.09 Billion
Q3 2023 Nov 01, 2023	BUY	$61.59 - $67.88 $1.13 Million - $1.24 Million	18,285 Added 46.58%	57,540 $3.58 Billion
Q2 2023 Jul 31, 2023	SELL	$57.8 - $66.26 $800,587 - $917,767	-13,851 Reduced 26.08%	39,255 $2.6 Billion
Q1 2023 May 10, 2023	SELL	$55.38 - $62.59 $3.43 Million - $3.88 Million	-61,956 Reduced 53.85%	53,106 $3.25 Billion
Q4 2022 Feb 16, 2023	BUY	$49.99 - $59.74 $5.75 Million - $6.87 Million	115,062 New	115,062 $7.06 Billion

Others Institutions Holding TDV

# of Institutions

Shares Held

2.3M

Call Options Held

Put Options Held

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About PROSHARES TR S&P TECH DIVID AR

Ticker TDV
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Wealth Plan Partners, LLC Proshares Tr S&P Tech Divid Ar Transaction History