Wealth Plan Partners, LLC Purchases and Sells in Q4 2024

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUYW	130K + 273.9%	N/A	177K $2.47B
TSLA	362 + 3.45%	$213.65 - $479.86 $77.3K - $174K	10.8K $4.38B
NOBL	16K + 160.36%	$99.2 - $108.47 $1.59M - $1.74M	26K $2.59B
SECT	19.4K + 6.8%	$53.17 - $57.82 $1.03M - $1.12M	305K $16.8B
PLTR	4.59K + 49.81%	$36.46 - $82.38 $167K - $378K	13.8K $1.04B
CLOI	14K + 9.21%	$52.7 - $53.15 $735K - $741K	166K $8.73B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNOV	100K New	$47.07 - $48.75 $4.72M - $4.89M	100K $4.8B
BNOV	98.4K New	$38.08 - $39.98 $3.75M - $3.93M	98.4K $3.86B
AZAO	101K New	N/A	101K $3.85B
FOCT	90K New	$41.66 - $43.47 $3.75M - $3.91M	90K $3.83B
SIXO	89.6K New	$31.55 - $32.84 $2.83M - $2.94M	89.6K $2.9B
INNOVATOR ETFS TRUST	67.6K New	N/A	67.6K $1.72B

Top Sells

Reduced Positions

140 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSEP	-89.5K - 68.95%	$41.8 - $43.67 $3.74M - $3.91M	40.3K $1.73B
DGRO	-35.3K - 11.42%	$60.73 - $64.94 $2.14M - $2.29M	274K $16.8B
BRK-B	-3.55K - 4.51%	$442.29 - $483.08 $1.57M - $1.72M	75.2K $34.1B
O	-10.4K - 11.12%	$51.76 - $64.71 $537K - $671K	82.9K $4.43B
IGRO	-7.15K - 5.3%	$67.76 - $74.48 $484K - $532K	128K $8.67B
LMT	-1.14K - 14.0%	$479.66 - $614.62 $546K - $700K	7K $3.4B

Activity Summary All Purchases 87 New Holdings 19 Increased Positions 68 All Sells 140 Reductions 140 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.