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

Wealth Plan Partners, LLC

$931 Billion
Q2 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

68

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

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

4.92M
Shares

$258 Million
0.55% of portfolio
Bank Of America Corp Charlotte, NC

347K
Shares

$18.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

107K
Shares

$5.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

86.1K
Shares

$4.51 Million
0.0% of portfolio
Sigma Planning Corp Ann Arbor, MI

51K
Shares

$2.67 Million
0.08% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
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