Wealth Plan Partners, LLC American Centy ETF Tr Mid Cap Transaction History

Wealth Plan Partners, LLC

$552 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 16, 2023	SELL	$38.3 - $45.29 $254,694 - $301,178	-6,650 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$43.7 - $56.59 $290,605 - $376,323	6,650 New	6,650 $290,000

Others Institutions Holding MID

# of Institutions

20

Shares Held

1.62M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

787K
Shares

$52.7 Million
0.02% of portfolio
Brinker Capital Investments, LLC

506K
Shares

$33.9 Million
0.04% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

118K
Shares

$7.92 Million
0.0% of portfolio
Sunpointe, LLC St. Louis, MO

73.3K
Shares

$4.91 Million
1.92% of portfolio
Mml Investors Services, LLC Springfield, MA

46.7K
Shares

$3.13 Million
0.01% of portfolio

About AMERICAN CENTY ETF TR MID CAP

Ticker MID
Sector Technology

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