Wealth Plan Investment Management, LLC Bondbloxx ETF Tr 7 Yr Target D Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Bondbloxx ETF Tr 7 Yr Target D stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,888 shares of XSVN stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,888
Previous 8,873 0.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
N/A
15 Added 0.17%
8,888 $0
Q2 2025

Jul 28, 2025
BUY
N/A
182 Added 2.09%
8,873 $0
Q1 2025

May 09, 2025
SELL
N/A
-161 Reduced 1.82%
8,691 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-4,516 Reduced 33.78%
8,852 $0
Q3 2024

Nov 05, 2024
SELL
N/A
-127,986 Reduced 90.54%
13,368 $0
Q2 2024

Aug 09, 2024
BUY
N/A
5,499 Added 4.05%
141,354 $0
Q1 2024

May 16, 2024
BUY
N/A
46,528 Added 52.09%
135,855 $0
Q4 2023

Jan 05, 2024
BUY
N/A
32,480 Added 57.14%
89,327 $0
Q3 2023

Nov 15, 2023
SELL
N/A
-19,366 Reduced 25.41%
56,847 $0
Q3 2023

Nov 09, 2023
BUY
N/A
40,250 Added 111.92%
76,213 $0
Q2 2023

Aug 14, 2023
BUY
N/A
34,479 Added 2323.38%
35,963 $0
Q2 2023

Jul 25, 2023
SELL
N/A
-43,192 Reduced 96.68%
1,484 $0
Q1 2023

May 08, 2023
SELL
N/A
-69,168 Reduced 60.76%
44,676 $0
Q4 2022

Feb 15, 2023
BUY
N/A
113,844 New
113,844 $0

Others Institutions Holding XSVN

# of Institutions
39
Shares Held
3.82M
Call Options Held
0
Put Options Held
0
View Full List

About BONDBLOXX ETF TR 7 YR TARGET D

XSVN Quotes by TradingView
  • Ticker XSVN
More about XSVN
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