Wealth Plan Partners, LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 15,749 shares of XSEP stock, worth $0. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,749
Holding current value
$0
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
15,749 New
15,749 $604 Million
Q3 2023

Nov 01, 2023
BUY
N/A
38,054 Added 162.5%
61,472 $2.08 Billion
Q2 2023

Jul 31, 2023
SELL
N/A
-42,429 Reduced 64.44%
23,418 $794 Million
Q1 2023

May 10, 2023
SELL
N/A
-88,884 Reduced 57.44%
65,847 $2.13 Billion
Q4 2022

Feb 16, 2023
BUY
N/A
154,731 New
154,731 $4.99 Billion

Others Institutions Holding XSEP

# of Institutions
58
Shares Held
1.74M
Call Options Held
0
Put Options Held
0
View Full List

About FRST TR EX TRD VIII CBOE VEST

XSEP Quotes by TradingView
  • Ticker XSEP
More about XSEP
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