Wealth Plan Investment Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$92.9 - $105.16 $355,621 - $402,552	3,828 New	3,828 $361,000
Q4 2022 Feb 15, 2023	BUY	$89.09 - $102.13 $8,107 - $9,293	91 Added 1.07%	8,589 $812,000
Q3 2022 Dec 12, 2022	BUY	$87.04 - $106.5 $315,345 - $385,849	3,623 Added 74.32%	8,498 $832,000
Q1 2022 Sep 07, 2022	BUY	$102.32 - $116.69 $498,809 - $568,863	4,875 New	4,875 $484,000

2,766

533M

941K

626K

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

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