Wealth Plan Investment Management, LLC Purchases and Sells in Q3 2025

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

Top Buys

Incresed Positions

118 operations
Stock Shares change Price Range Shares Held Trade History
29.5K
+ 284.53%
$620.67 - $670.08 $18.3M - $19.8M
39.8K $26.7M
121K
+ 359.87%
$69.02 - $73.57 $8.36M - $8.91M
155K $11.4M
121K
+ 425.56%
$64.14 - $69.37 $7.79M - $8.42M
150K $10.3M
11.9K
+ 6.92%
$303.93 - $329.86 $3.6M - $3.91M
183K $60.1M
103K
+ 481.67%
$64.75 - $69.05 $6.69M - $7.14M
125K $8.61M
59.6K
+ 1333.38%
$97.75 - $100.75 $5.83M - $6.01M
64.1K $6.43M
View all

New Holdings

25 operations
Stock Shares change Price Range Shares Held Trade History
312K
New
$91.44 - $91.77 $28.6M - $28.7M
312K $28.7M
118K
New
$100.16 - $100.7 $11.8M - $11.9M
118K $11.9M
4.56K
New
$297.99 - $419.78 $1.36M - $1.92M
4.56K $1.54M
32.6K
New
$46.01 - $46.55 $1.5M - $1.52M
32.6K $1.51M
22.2K
New
$49.09 - $50.58 $1.09M - $1.12M
22.2K $1.12M
16.1K
New
$50.19 - $53.05 $810K - $857K
16.1K $856K
View all

Top Sells

Reduced Positions

166 operations
Stock Shares change Price Range Shares Held Trade History
-212K
- 89.4%
$45.6 - $46.92 $9.65M - $9.93M
25.1K $1.17M
-132K
- 90.45%
$72.65 - $78.68 $9.59M - $10.4M
13.9K $1.09M
-185K
- 90.93%
$28.92 - $32.19 $5.36M - $5.97M
18.5K $590K
-28K
- 72.72%
$182.33 - $194.5 $5.11M - $5.45M
10.5K $2.04M
-84K
- 84.31%
$54.35 - $59.32 $4.56M - $4.98M
15.6K $925K
-7.81K
- 18.56%
$491.09 - $535.64 $3.83M - $4.18M
34.2K $17.7M
View all
Activity Summary
Buys All Purchases 143 New Holdings 25 Increased Positions 118 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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