Wealth Plan Partners, LLC VALUED ADVISERS TR Transaction History

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025
Number of Shares
122,671
Previous 170,388 28.0%
Holding current value
$0
Previous $4.34 Billion 100.0%
% of portfolio
0.0%
Previous 0.61%

Shares

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

Jul 28, 2025
SELL
N/A
-47,717 Reduced 28.0%
122,671 $0
Q1 2025

May 09, 2025
BUY
N/A
4,337 Added 2.61%
170,388 $4.34 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-8,418 Reduced 4.82%
166,051 $4.22 Billion
Q3 2024

Nov 05, 2024
BUY
N/A
174,469 New
174,469 $4.47 Billion
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