Wealth Plan Partners, LLC PGIM ETF TR Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
74,138
Previous 25,368 192.25%
Holding current value
$3.8 Billion
Previous $1.3 Billion 192.88%
% of portfolio
0.54%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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