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

Wealth Plan Partners, LLC

$931 Billion
Q2 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 69,031 shares of TDV stock, worth $5.27 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

69,031

Previous 67,743 1.9%

Holding current value

$5.27 Million

Previous $4.88 Billion 5.59%

% of portfolio

0.55%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2.32M

Call Options Held

Put Options Held

View Full List

About PROSHARES TR S&P TECH DIVID AR

Ticker TDV
Sector ETFs
Industry ETFs

More about TDV

Track This Portfolio

Portfolio Update

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

News

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

Account

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