Wealth Plan Partners, LLC Ishares Tr Broad Usd High Yiel Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	BUY	$34.61 - $35.48 $380 - $390	11 Added 0.3%	3,698 $131 Million
Q1 2023 May 10, 2023	BUY	$34.35 - $36.15 $126,648 - $133,285	3,687 New	3,687 $131 Million
Q4 2022 Feb 16, 2023	SELL	$33.49 - $35.59 $425,791 - $452,491	-12,714 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$37.82 - $41.16 $70,723 - $76,969	-1,870 Reduced 12.82%	12,714 $471,000
Q4 2021 Feb 01, 2022	SELL	$40.46 - $41.49 $63,926 - $65,554	-1,580 Reduced 9.77%	14,584 $584,000
Q3 2021 Dec 09, 2021	BUY	$41.23 - $41.8 $204,954 - $207,787	4,971 Added 44.41%	16,164 $670,000
Q2 2021 Aug 19, 2021	BUY	$40.95 - $41.72 $458,353 - $466,971	11,193 New	11,193 $462,000

514

302M

200

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

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