Wealth Plan Partners, LLC Purchases and Sells in Q1 2025

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

Top Buys

Incresed Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PGIM ETF TR	48.8K + 192.25%	N/A	74.1K $3.8B
VYM	18.6K + 634.55%	$126.11 - $135.06 $2.35M - $2.51M	21.5K $2.78B
BUFR	80.1K + 14.34%	$29.34 - $31.31 $2.35M - $2.51M	639K $19B
CLOI	27.5K + 16.59%	$52.68 - $53.16 $1.45M - $1.46M	193K $10.2B
IGRO	7.62K + 5.97%	$66.91 - $73.87 $510K - $563K	135K $9.79B
EA SERIES TRUST	46.3K + 67.69%	N/A	115K $2.31B

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UDEC	129K New	$34.08 - $35.99 $4.41M - $4.66M	129K $4.44B
BJUL	88.1K New	$42.65 - $46.09 $3.76M - $4.06M	88.1K $3.81B
INNOVATOR ETFS TRUST	91K New	N/A	91K $3.78B
AIM ETF PRODUCTS TRUST	120K New	N/A	120K $3.73B
AZAL	97.2K New	N/A	97.2K $3.72B
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6B

Top Sells

Reduced Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-825 - 0.38%	$209.68 - $247.1 $173K - $204K	214K $47.5B
MINO	-63.8K - 92.29%	$44.44 - $45.83 $2.83M - $2.92M	5.32K $238M
NOBL	-14.2K - 54.73%	$97.38 - $104.52 $1.39M - $1.49M	11.8K $1.2B
EFG	-9.75K - 45.06%	$96.1 - $106.37 $937K - $1.04M	11.9K $1.19B
DHR	-3.04K - 33.77%	$201.62 - $250.59 $612K - $761K	5.96K $1.22B
ON	-6.87K - 28.33%	$40.69 - $64.51 $280K - $443K	17.4K $707M

Activity Summary All Purchases 142 New Holdings 21 Increased Positions 121 All Sells 85 Reductions 85 Sold out 0 Calls 0 Puts 0

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