Wealth Plan Partners, LLC Bondbloxx ETF Tr 7 Yr Target D Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Bondbloxx ETF Tr 7 Yr Target D stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 83,978 shares of XSVN stock, worth $0. This represents 0.42% of its overall portfolio holdings.

Number of Shares
83,978
Previous 87,914 4.48%
Holding current value
$0
Previous $4.17 Billion 5.42%
% of portfolio
0.42%
Previous 0.43%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
N/A
-3,936 Reduced 4.48%
83,978 $3.95 Billion
Q1 2024

May 07, 2024
BUY
N/A
10,713 Added 13.88%
87,914 $4.17 Billion
Q4 2023

Jan 05, 2024
BUY
N/A
988 Added 1.3%
77,201 $3.73 Billion
Q3 2023

Nov 01, 2023
BUY
N/A
24,744 Added 48.08%
76,213 $3.51 Billion
Q2 2023

Jul 31, 2023
SELL
N/A
-17,720 Reduced 25.61%
51,469 $2.49 Billion
Q1 2023

May 10, 2023
SELL
N/A
-44,681 Reduced 39.24%
69,189 $3.44 Billion
Q4 2022

Feb 16, 2023
BUY
N/A
113,870 New
113,870 $5.54 Billion

Others Institutions Holding XSVN

# of Institutions
41
Shares Held
3.3M
Call Options Held
0
Put Options Held
0
View Full List

About BONDBLOXX ETF TR 7 YR TARGET D

XSVN Quotes by TradingView
  • Ticker XSVN
More about XSVN
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