Wealth Plan Investment Management, LLC Aim ETF Tr Allianzim Us Lg Cap Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Aim ETF Tr Allianzim Us Lg Cap stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 155,635 shares of SIXO stock, worth $5.13 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
155,635
Holding current value
$5.13 Million
% of portfolio
0.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$31.55 - $32.84 $4.91 Million - $5.11 Million
155,635 New
155,635 $5.04 Million
Q4 2023

Jan 05, 2024
SELL
$26.72 - $28.89 $1.02 Million - $1.1 Million
-38,063 Reduced 44.7%
47,081 $1.36 Million
Q3 2023

Nov 15, 2023
BUY
$27.13 - $28.23 $1.14 Million - $1.18 Million
41,921 Added 96.99%
85,144 $2.32 Million
Q3 2023

Nov 09, 2023
SELL
$27.13 - $28.23 $820,682 - $853,957
-30,250 Reduced 41.17%
43,223 $1.18 Million
Q2 2023

Aug 14, 2023
BUY
$26.15 - $27.63 $1.92 Million - $2.03 Million
73,469 Added 1836725.0%
73,473 $2.03 Million
Q2 2023

Jul 25, 2023
SELL
$26.15 - $27.63 $2.35 Million - $2.48 Million
-89,829 Reduced 100.0%
4 $0
Q1 2023

May 08, 2023
SELL
$24.5 - $26.26 $881,706 - $945,044
-35,988 Reduced 28.6%
89,833 $2.36 Million
Q4 2022

Feb 15, 2023
BUY
$23.23 - $25.04 $27,062 - $29,171
1,165 Added 0.93%
125,821 $3.09 Million
Q3 2022

Dec 12, 2022
SELL
$23.32 - $25.98 $398,025 - $443,426
-17,068 Reduced 12.04%
124,656 $3.08 Million
Q1 2022

Sep 07, 2022
BUY
$24.98 - $26.41 $3.54 Million - $3.74 Million
141,724 New
141,724 $3.53 Million

Others Institutions Holding SIXO

# of Institutions
55
Shares Held
3.9M
Call Options Held
0
Put Options Held
0
View Full List

About AIM ETF TR ALLIANZIM US LG CAP

SIXO Quotes by TradingView
  • Ticker SIXO
  • Sector ETFs
  • Industry ETFs
More about SIXO
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