Wealth Plan Partners, LLC PGIM ETF TR Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Number of Shares
14,110
Previous 10,213 38.16%
Holding current value
$723 Million
Previous $522 Million 38.52%
% of portfolio
0.1%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
3,897 Added 38.16%
14,110 $723 Million
Q2 2024

Aug 09, 2024
BUY
N/A
2,357 Added 30.0%
10,213 $522 Million
Q1 2024

May 07, 2024
BUY
N/A
7,856 New
7,856 $400 Million
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