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

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	N/A	-3,936 Reduced 4.48%	83,978 $3.95 Billion
Q1 2024 May 07, 2024	BUY	N/A	10,713 Added 13.88%	87,914 $4.17 Billion
Q4 2023 Jan 05, 2024	BUY	N/A	988 Added 1.3%	77,201 $3.73 Billion
Q3 2023 Nov 01, 2023	BUY	N/A	24,744 Added 48.08%	76,213 $3.51 Billion
Q2 2023 Jul 31, 2023	SELL	N/A	-17,720 Reduced 25.61%	51,469 $2.49 Billion
Q1 2023 May 10, 2023	SELL	N/A	-44,681 Reduced 39.24%	69,189 $3.44 Billion
Q4 2022 Feb 16, 2023	BUY	N/A	113,870 New	113,870 $5.54 Billion

3.86M

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

Stay updated on Wealth Plan Partners, LLC with notifications on news.