Wealth Plan Partners, LLC Ishares Tr Us Tech Breakthroug Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$31.61 - $38.34 $22,095 - $26,799	-699 Reduced 82.62%	147 $5.56 Million
Q1 2023 May 10, 2023	BUY	$27.1 - $33.23 $22,926 - $28,112	846 New	846 $28.1 Million

Others Institutions Holding TECB

# of Institutions

74

Shares Held

5.92M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

4.71M
Shares

$255 Million
0.5% of portfolio
Bank Of America Corp Charlotte, NC

344K
Shares

$18.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

125K
Shares

$6.76 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$5.46 Million
0.0% of portfolio
Trek Financial, LLC Scottsdale, AZ

55.3K
Shares

$2.99 Million
0.23% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
Sector ETFs
Industry ETFs

More about TECB

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.