Wealth Plan Partners, LLC Northern Lts Fd Tr Iv Main The Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Northern Lts Fd Tr Iv Main The stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 36,099 shares of TMAT stock, worth $812,227. This represents 0.11% of its overall portfolio holdings.

Number of Shares
36,099
Previous 35,842 0.72%
Holding current value
$812,227
Previous $637 Million 18.03%
% of portfolio
0.11%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$17.5 - $22.47 $4,497 - $5,774
257 Added 0.72%
36,099 $752 Million
Q3 2024

Nov 05, 2024
BUY
$15.21 - $18.46 $11,483 - $13,937
755 Added 2.15%
35,842 $637 Million
Q2 2024

Aug 09, 2024
BUY
$15.58 - $17.4 $2,165 - $2,418
139 Added 0.4%
35,087 $604 Million
Q1 2024

May 07, 2024
SELL
$15.19 - $17.55 $1,822 - $2,106
-120 Reduced 0.34%
34,948 $613 Million
Q4 2023

Jan 05, 2024
BUY
$12.62 - $16.85 $26,918 - $35,941
2,133 Added 6.48%
35,068 $574 Million
Q3 2023

Nov 01, 2023
BUY
$13.26 - $16.21 $7,863 - $9,612
593 Added 1.83%
32,935 $447 Million
Q2 2023

Jul 31, 2023
BUY
$12.94 - $15.08 $19,500 - $22,725
1,507 Added 4.89%
32,342 $480 Million
Q1 2023

May 10, 2023
BUY
$12.4 - $15.22 $2,703 - $3,317
218 Added 0.71%
30,835 $436 Million
Q4 2022

Feb 16, 2023
BUY
$11.62 - $13.73 $94,900 - $112,132
8,167 Added 36.38%
30,617 $436 Million
Q1 2022

May 03, 2022
BUY
$14.99 - $20.6 $14,030 - $19,281
936 Added 4.35%
22,450 $329,000
Q4 2021

Feb 01, 2022
BUY
$19.83 - $24.16 $24,529 - $29,885
1,237 Added 6.1%
21,514 $379,000
Q3 2021

Dec 09, 2021
BUY
$21.68 - $23.84 $37,137 - $40,837
1,713 Added 9.23%
20,277 $0
Q2 2021

Aug 19, 2021
BUY
$21.34 - $24.57 $77,848 - $89,631
3,648 Added 24.46%
18,564 $430,000
Q1 2021

May 11, 2021
BUY
$22.35 - $28.09 $333,372 - $418,990
14,916 New
14,916 $343,000

Others Institutions Holding TMAT

# of Institutions
35
Shares Held
7.73M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV MAIN THE

TMAT Quotes by TradingView
  • Ticker TMAT
  • Sector ETFs
  • Industry ETFs
More about TMAT
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email