Wealth Plan Investment Management, LLC Hartford Multifactor Developed Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Hartford Multifactor Developed stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,703 shares of RODM stock, worth $243,452. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,703

Previous 6,809 1.56%

Holding current value

$243,452

Previous $232,000 2.59%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$33.53 - $35.95 $3,554 - $3,810	-106 Reduced 1.56%	6,703 $238,000
Q2 2025 Jul 28, 2025	SELL	$28.23 - $34.22 $7,396 - $8,965	-262 Reduced 3.71%	6,809 $232,000
Q1 2025 May 09, 2025	SELL	$28.07 - $31.56 $25,178 - $28,309	-897 Reduced 11.26%	7,071 $219,000
Q4 2024 Jan 30, 2025	BUY	$28.36 - $30.42 $225,972 - $242,386	7,968 New	7,968 $226,000
Q4 2023 Jan 05, 2024	BUY	$24.4 - $27.6 $179,169 - $202,666	7,343 New	7,343 $201,000

Q3 2023 Nov 09, 2023	BUY	$25.49 - $27.23 $2.87 Million - $3.07 Million	112,673 Added 6431.11%	114,425 $2.94 Million
Q2 2023 Aug 14, 2023	BUY	$25.8 - $27.29 $1,909 - $2,019	74 Added 4.41%	1,752 $46,000
Q2 2023 Jul 25, 2023	SELL	$25.8 - $27.29 $135,295 - $143,108	-5,244 Reduced 75.76%	1,678 $44,000
Q1 2023 May 08, 2023	SELL	$24.92 - $26.74 $1.61 Million - $1.72 Million	-64,431 Reduced 90.3%	6,922 $182,000
Q4 2022 Feb 15, 2023	BUY	$21.52 - $25.59 $28,772 - $34,213	1,337 Added 1.91%	71,353 $1.77 Million
Q3 2022 Dec 12, 2022	SELL	$21.66 - $26.01 $560,994 - $673,659	-25,900 Reduced 27.0%	70,016 $1.76 Million
Q1 2022 Sep 07, 2022	BUY	$27.12 - $30.49 $2.6 Million - $2.92 Million	95,916 New	95,916 $2.64 Million

Others Institutions Holding RODM

# of Institutions

129

Shares Held

31.8M

Call Options Held

Put Options Held

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About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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Wealth Plan Investment Management, LLC Hartford Multifactor Developed Transaction History