Wealth Plan Partners, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
22,719
Previous 23,155 1.88%
Holding current value
$692 Million
Previous $708 Million 2.26%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-436 Reduced 1.88%
22,719 $692 Million
Q4 2024

Jan 30, 2025
BUY
N/A
23,155 New
23,155 $708 Million
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