Wealth Plan Partners, LLC SCHWAB STRATEGIC TR Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Number of Shares
26,227
Previous 20,834 25.89%
Holding current value
$659 Million
Previous $526 Million 25.24%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
5,393 Added 25.89%
26,227 $659 Million
Q3 2024

Nov 05, 2024
BUY
N/A
20,834 New
20,834 $526 Million
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