Wealth Plan Partners, LLC T ROWE PRICE ETF INC Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025
Number of Shares
73,760
Previous 68,447 7.76%
Holding current value
$2.38 Billion
Previous $2.28 Billion 4.56%
% of portfolio
0.34%
Previous 0.32%

Shares

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

May 09, 2025
BUY
N/A
5,313 Added 7.76%
73,760 $2.38 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
6,425 Added 10.36%
68,447 $2.28 Billion
Q3 2024

Nov 05, 2024
BUY
N/A
4,358 Added 7.56%
62,022 $2.06 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
26,119 Added 82.8%
57,664 $1.81 Billion
Q1 2024

May 07, 2024
BUY
N/A
1,398 Added 4.64%
31,545 $954 Million
Q4 2023

Jan 05, 2024
BUY
N/A
30,147 New
30,147 $833 Million
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