Number of Shares
178,769
Previous 74,138 141.13%
Holding current value
$0
Previous $3.8 Billion 100.0%
% of portfolio
0.0%
Previous 0.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

BUY
N/A
104,631 Added 141.13%
178,769 $0
Q1 2025

May 09, 2025

BUY
N/A
48,770 Added 192.25%
74,138 $3.8 Billion
Q4 2024

Jan 30, 2025

BUY
N/A
11,258 Added 79.79%
25,368 $1.3 Billion
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
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.