Wealth Plan Partners, LLC Aim ETF Tr Allianzim Us Lg Cap Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Aim ETF Tr Allianzim Us Lg Cap stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 89,573 shares of SIXO stock, worth $2.96 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

89,573

Holding current value

$2.96 Million

% of portfolio

0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$31.55 - $32.84 $2.83 Million - $2.94 Million	89,573 New	89,573 $2.9 Billion
Q3 2023 Nov 01, 2023	BUY	$27.13 - $28.23 $770,057 - $801,280	28,384 Added 191.28%	43,223 $1.18 Billion
Q2 2023 Jul 31, 2023	SELL	$26.15 - $27.63 $787,115 - $831,663	-30,100 Reduced 66.98%	14,839 $410 Million
Q1 2023 May 10, 2023	SELL	$24.5 - $26.26 $1.98 Million - $2.12 Million	-80,882 Reduced 64.28%	44,939 $1.18 Billion
Q4 2022 Feb 16, 2023	SELL	$23.23 - $25.04 $369,426 - $398,211	-15,903 Reduced 11.22%	125,821 $3.23 Billion
Q1 2022 May 03, 2022	BUY	$24.98 - $26.41 $3.54 Million - $3.74 Million	141,724 New	141,724 $3.53 Million

Others Institutions Holding SIXO

# of Institutions

Shares Held

3.19M

Call Options Held

Put Options Held

View Full List

About AIM ETF TR ALLIANZIM US LG CAP

Ticker SIXO
Sector ETFs
Industry ETFs

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Wealth Plan Partners, LLC Aim ETF Tr Allianzim Us Lg Cap Transaction History