Wealth Plan Investment Management, LLC First Tr Enhanced Traded Fd Iv Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 83,455 shares of FTSM stock, worth $5 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

83,455

Holding current value

$5 Million

% of portfolio

0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$59.61 - $60.15 $4.97 Million - $5.02 Million	83,455 New	83,455 $5 Million
Q3 2023 Nov 09, 2023	BUY	$59.42 - $59.69 $4.39 Million - $4.41 Million	73,882 Added 10645.82%	74,576 $4.43 Million
Q2 2023 Aug 14, 2023	BUY	$59.41 - $59.73 $27,090 - $27,236	456 Added 191.6%	694 $41,000
Q2 2023 Jul 25, 2023	SELL	$59.41 - $59.73 $26,675 - $26,818	-449 Reduced 65.36%	238 $14,000
Q1 2023 May 08, 2023	SELL	$59.44 - $59.7 $4.39 Million - $4.41 Million	-73,865 Reduced 99.08%	687 $40,000
Q4 2022 Feb 15, 2023	BUY	$59.27 - $59.6 $54,291 - $54,593	916 Added 1.24%	74,552 $4.43 Million
Q3 2022 Dec 12, 2022	SELL	$59.32 - $59.5 $429,773 - $431,077	-7,245 Reduced 8.96%	73,636 $4.38 Million
Q1 2022 Sep 07, 2022	BUY	$59.48 - $59.8 $4.81 Million - $4.84 Million	80,881 New	80,881 $4.81 Million

Others Institutions Holding FTSM

# of Institutions

424

Shares Held

82.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

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.

Account

Wealth Plan Investment Management, LLC First Tr Enhanced Traded Fd Iv Transaction History