Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 16, 2023

SELL
N/A
-9,700 Closed
0 $0
Q1 2022

May 03, 2022

BUY
N/A
1 Added 0.01%
9,700 $408,000
Q4 2021

Feb 01, 2022

SELL
N/A
-12,822 Reduced 56.93%
9,699 $431,000
Q3 2021

Dec 09, 2021

SELL
N/A
-2,123 Reduced 8.61%
22,521 $0
Q2 2021

Aug 19, 2021

SELL
N/A
-30,598 Reduced 55.39%
24,644 $1.08 Million
Q1 2021

May 11, 2021

BUY
N/A
20,847 Added 60.61%
55,242 $2.29 Million
Q4 2020

Feb 09, 2021

BUY
N/A
5,592 Added 19.41%
34,395 $1.32 Million
Q3 2020

Dec 18, 2020

BUY
N/A
1,432 Added 5.23%
28,803 $1.07 Million
Q2 2020

Aug 19, 2020

BUY
N/A
27,371 New
27,371 $991,000
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.