Wealth Plan Partners, LLC SCHWAB STRATEGIC TR Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
35,260
Previous 26,227 34.44%
Holding current value
$888 Million
Previous $659 Million 34.82%
% of portfolio
0.13%
Previous 0.09%

Shares

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

May 09, 2025
BUY
N/A
9,033 Added 34.44%
35,260 $888 Million
Q4 2024

Jan 30, 2025
BUY
N/A
5,393 Added 25.89%
26,227 $659 Million
Q3 2024

Nov 05, 2024
BUY
N/A
20,834 New
20,834 $526 Million
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