Wealth Plan Partners, LLC Northern Lts Fd Tr Iv Main The Transaction History

Wealth Plan Partners, LLC

$552 Million
Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in Northern Lts Fd Tr Iv Main The stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 37,499 shares of TMAT stock, worth $926,600. This represents 0.16% of its overall portfolio holdings.

Number of Shares

37,499

Previous 37,166 0.9%

Holding current value

$926,600

Previous $657 Million 99.87%

% of portfolio

0.16%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$15.54 - $23.35 $5,174 - $7,775	333 Added 0.9%	37,499 $875,000
Q1 2025 May 09, 2025	BUY	$17.68 - $23.34 $18,864 - $24,903	1,067 Added 2.96%	37,166 $657 Million
Q4 2024 Jan 30, 2025	BUY	$17.5 - $22.47 $4,497 - $5,774	257 Added 0.72%	36,099 $752 Million
Q3 2024 Nov 05, 2024	BUY	$15.21 - $18.46 $11,483 - $13,937	755 Added 2.15%	35,842 $637 Million
Q2 2024 Aug 09, 2024	BUY	$15.58 - $17.4 $2,165 - $2,418	139 Added 0.4%	35,087 $604 Million
Q1 2024 May 07, 2024	SELL	$15.19 - $17.55 $1,822 - $2,106	-120 Reduced 0.34%	34,948 $613 Million
Q4 2023 Jan 05, 2024	BUY	$12.62 - $16.85 $26,918 - $35,941	2,133 Added 6.48%	35,068 $574 Million
Q3 2023 Nov 01, 2023	BUY	$13.26 - $16.21 $7,863 - $9,612	593 Added 1.83%	32,935 $447 Million
Q2 2023 Jul 31, 2023	BUY	$12.94 - $15.08 $19,500 - $22,725	1,507 Added 4.89%	32,342 $480 Million
Q1 2023 May 10, 2023	BUY	$12.4 - $15.22 $2,703 - $3,317	218 Added 0.71%	30,835 $436 Million
Q4 2022 Feb 16, 2023	BUY	$11.62 - $13.73 $94,900 - $112,132	8,167 Added 36.38%	30,617 $436 Million
Q1 2022 May 03, 2022	BUY	$14.99 - $20.6 $14,030 - $19,281	936 Added 4.35%	22,450 $329,000
Q4 2021 Feb 01, 2022	BUY	$19.83 - $24.16 $24,529 - $29,885	1,237 Added 6.1%	21,514 $379,000
Q3 2021 Dec 09, 2021	BUY	$21.68 - $23.84 $37,137 - $40,837	1,713 Added 9.23%	20,277 $0
Q2 2021 Aug 19, 2021	BUY	$21.34 - $24.57 $77,848 - $89,631	3,648 Added 24.46%	18,564 $430,000
Q1 2021 May 11, 2021	BUY	$22.35 - $28.09 $333,372 - $418,990	14,916 New	14,916 $343,000

Others Institutions Holding TMAT

# of Institutions

Shares Held

7.29M

Call Options Held

Put Options Held

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About NORTHERN LTS FD TR IV MAIN THE

Ticker TMAT
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Wealth Plan Partners, LLC Northern Lts Fd Tr Iv Main The Transaction History