Wealth Plan Partners, LLC Purchases in Q3 2024

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
168K
New
N/A
168K $10.3B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
220K
+ 1033.37%
$24.05 - $24.42 $5.3M - $5.38M
241K $5.86B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
108K
New
$42.73 - $44.94 $4.61M - $4.85M
108K $4.85B
Valued Advisers Tr
174K
New
N/A
174K $4.47B
Aim ETF Products Trust
129K
New
N/A
129K $3.89B
BSEP
Innovator U.S. Equity Buffer E

ETFs
90.9K
+ 233.33%
$39.49 - $42.12 $3.59M - $3.83M
130K $5.47B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
84.8K
New
$43.5 - $45.75 $3.69M - $3.88M
84.8K $3.88B
First Tr Exchng Traded Fd Vi
92K
New
N/A
92K $2.91B
ON
On Semiconductor Corp

Technology
29.3K
New
$66.39 - $78.74 $1.94M - $2.31M
29.3K $2.13B
Veralto Corp
13.8K
New
N/A
13.8K $1.55B
HEQT
Simplify Exchange Traded Fds H
18.7K
+ 3.44%
$26.73 - $28.88 $501K - $541K
564K $16.3B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
807
+ 0.25%
$53.41 - $57.9 $43.1K - $46.7K
323K $18.7B
SNPS
Synopsys Inc

Technology
2.19K
New
$463.97 - $621.3 $1.02M - $1.36M
2.19K $1.11B
Innovator Etfs Trust
36.1K
New
N/A
36.1K $898M
SECT
Sector 10, Inc.

ETFs
1.4K
+ 0.49%
$48.64 - $53.77 $67.9K - $75K
286K $15.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.6K
+ 7.19%
$77.02 - $85.06 $355K - $392K
68.6K $5.8B
STXG
Ea Ser Tr Strive 1000 Growth E
15.3K
+ 15.95%
N/A
111K $4.63B
PSEP
Innovator U.S. Equity Power Bu
20.1K
New
N/A
20.1K $774M
STXV
Ea Ser Tr Strive 1000 Value Et
14K
+ 9.71%
N/A
158K $4.81B
HRL
Hormel Foods Corp

Consumer Defensive
15K
+ 10.2%
$30.04 - $33.14 $452K - $498K
162K $5.15B
AMGN
Amgen Inc

Healthcare
1.59K
+ 12.92%
$309.38 - $337.38 $493K - $538K
13.9K $4.49B
XSEP
Frst Tr Ex Trd Viii Cboe Vest
15.7K
New
N/A
15.7K $604M
Aim ETF Products Trust
21K
New
N/A
21K $600M
EMR
Emerson Electric CO

Industrials
5.21K
+ 18.67%
$98.19 - $118.87 $511K - $619K
33.1K $3.62B
NKE
Nike, Inc.

Consumer Cyclical
646
+ 1.73%
$71.09 - $89.44 $45.9K - $57.8K
38K $3.36B
Schwab Strategic Tr
20.8K
New
N/A
20.8K $526M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.54K
+ 9.24%
$44.83 - $47.42 $338K - $358K
89.2K $4.2B
HD
Home Depot, Inc.

Consumer Cyclical
679
+ 19.84%
$333.64 - $405.2 $227K - $275K
4.1K $1.66B
STRV
Ea Ser Tr Strive 500 ETF
10.2K
+ 26.12%
N/A
49.4K $1.82B
DOV
Dover Corp

Industrials
1.38K
+ 9.4%
$172.5 - $193.03 $238K - $266K
16K $3.07B
Blackrock ETF Trust Ii
6.84K
+ 48.81%
N/A
20.9K $1.12B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.51K
+ 46.17%
$56.04 - $62.99 $309K - $347K
17.5K $1.07B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.74K
New
$117.9 - $128.2 $323K - $351K
2.74K $351M
STXK
Ea Ser Tr Strive 2000 ETF
6.09K
+ 9.96%
N/A
67.2K $2.11B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
+ 14.02%
$162.83 - $179.16 $186K - $205K
9.3K $1.67B
AMD
Advanced Micro Devices Inc

Technology
1.82K
+ 37.75%
$128.67 - $183.96 $235K - $336K
6.66K $1.09B
First Tr Exchng Traded Fd Vi
8.67K
New
N/A
8.67K $300M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.74K
+ 0.98%
$60.73 - $63.8 $106K - $111K
179K $11.3B
T Rowe Price ETF Inc
4.36K
+ 7.56%
N/A
62K $2.06B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.08K
+ 1.44%
$29.08 - $31.84 $60.4K - $66.2K
147K $4.64B
Ea Series Trust
9.74K
+ 18.91%
N/A
61.2K $1.27B
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
922
+ 1.34%
$69.59 - $79.2 $64.2K - $73K
70K $5.39B
DUK
Duke Energy Corp

Utilities
1.96K
New
$99.35 - $117.71 $194K - $230K
1.96K $226M
CLOI
Vaneck ETF Tr

ETFs
3.81K
+ 2.58%
$52.65 - $53.04 $201K - $202K
152K $8.04B
IRM
Iron Mountain Inc

Real Estate
1.79K
New
$89.69 - $119.32 $161K - $214K
1.79K $213M
KKR
Kkr & Co. Inc.

Financial Services
1.62K
New
$104.51 - $133.23 $169K - $215K
1.62K $211M
PM
Philip Morris International Inc.

Consumer Defensive
1.73K
New
$101.25 - $127.45 $175K - $220K
1.73K $210M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.31K
New
$81.17 - $90.77 $188K - $210K
2.31K $206M
Pgim ETF Tr
3.9K
+ 38.16%
N/A
14.1K $723M
Activity Summary
Buys All Purchases 92 New Holdings 22 Increased Positions 70 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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