Wealth Plan Investment Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025
Number of Shares
231,545
Previous 208,109 11.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
23,436 Added 11.26%
231,545 $0
Q2 2025

Jul 28, 2025
BUY
N/A
61,045 Added 41.51%
208,109 $0
Q1 2025

May 09, 2025
SELL
N/A
-68,926 Reduced 31.91%
147,064 $0
Q4 2024

Jan 30, 2025
BUY
N/A
100,755 Added 87.43%
215,990 $0
Q3 2024

Nov 05, 2024
BUY
N/A
115,235 New
115,235 $0
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