Wealth Plan Partners, LLC TD AMERITRADE HLDG CORP Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 15, 2019
SELL
N/A
-5,202 Closed
0 $0
Q2 2019

Aug 19, 2019
SELL
N/A
-40,011 Reduced 88.49%
5,202 $231,000
Q1 2019

May 16, 2019
BUY
N/A
1,300 Added 2.96%
45,213 $2.33 Million
Q4 2018

Feb 20, 2019
BUY
N/A
43,913 New
43,913 $2.5 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.

Choose your preferred platform and Sign Up 👇 Telegram Email