A detailed history of Wealth Plan Investment Management, LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 7,497 shares of DFEB stock, worth $315,698. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,497
Previous 11,226 33.22%
Holding current value
$315,698
Previous $439,000 31.21%
% of portfolio
0.05%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$38.0 - $40.38 $141,702 - $150,577
-3,729 Reduced 33.22%
7,497 $302,000
Q1 2024

May 16, 2024

SELL
$37.32 - $39.11 $4,179 - $4,380
-112 Reduced 0.99%
11,226 $439,000
Q4 2023

Jan 05, 2024

SELL
$33.83 - $37.5 $981 - $1,087
-29 Reduced 0.26%
11,338 $425,000
Q3 2023

Nov 15, 2023

BUY
$34.73 - $35.88 $394,775 - $407,847
11,367 New
11,367 $396,000
Q2 2023

Aug 14, 2023

SELL
$33.47 - $35.37 $3.9 Million - $4.12 Million
-116,549 Reduced 98.58%
1,678 $59,000
Q2 2023

Jul 25, 2023

BUY
$33.47 - $35.37 $3.51 Million - $3.71 Million
104,953 Added 790.67%
118,227 $4.18 Million
Q1 2023

May 08, 2023

SELL
$32.49 - $34.07 $197,766 - $207,384
-6,087 Reduced 31.44%
13,274 $446,000
Q4 2022

Feb 15, 2023

SELL
$32.71 - $34.15 $25,382 - $26,500
-776 Reduced 3.85%
19,361 $645,000
Q3 2022

Dec 12, 2022

SELL
$32.67 - $35.26 $2.42 Million - $2.61 Million
-74,018 Reduced 78.61%
20,137 $677,000
Q1 2022

Sep 07, 2022

BUY
$34.69 - $36.11 $3.27 Million - $3.4 Million
94,155 New
94,155 $3.25 Million

Others Institutions Holding DFEB

About FT TR ETF VIII FT CBOE VEST US


  • Ticker DFEB
  • Sector ETFs
  • Industry ETFs
More about DFEB
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.