Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 15,417 shares of DJD stock, worth $874,452. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,417
Previous 16,227 4.99%
Holding current value
$874,452
Previous $863,000 1.39%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 27, 2025
SELL
$52.86 - $55.4 $42,816 - $44,874
-810 Reduced 4.99%
15,417 $851,000
Q2 2025

Jul 28, 2025
SELL
$47.46 - $53.19 $159,560 - $178,824
-3,362 Reduced 17.16%
16,227 $863,000
Q1 2025

May 09, 2025
SELL
$50.21 - $54.3 $2.85 Million - $3.08 Million
-56,679 Reduced 74.32%
19,589 $1.03 Million
Q4 2024

Jan 30, 2025
BUY
$50.65 - $54.19 $3.86 Million - $4.13 Million
76,268 New
76,268 $3.87 Million

Others Institutions Holding DJD

# of Institutions
79
Shares Held
2.47M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

DJD Quotes by TradingView
  • Ticker DJD
  • Sector ETFs
  • Industry ETFs
More about DJD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email