Wealth Plan Partners, LLC EA SERIES TRUST Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024
Number of Shares
25,914
Previous 25,565 1.37%
Holding current value
$786 Million
Previous $760 Million 3.42%
% of portfolio
0.11%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
349 Added 1.37%
25,914 $786 Million
Q2 2024

Aug 09, 2024
BUY
N/A
2,099 Added 8.94%
25,565 $760 Million
Q1 2024

May 07, 2024
BUY
N/A
1,407 Added 6.38%
23,466 $674 Million
Q4 2023

Jan 05, 2024
BUY
N/A
604 Added 2.82%
22,059 $614 Million
Q3 2023

Nov 01, 2023
BUY
N/A
4,971 Added 30.16%
21,455 $536 Million
Q2 2023

Jul 31, 2023
BUY
N/A
265 Added 1.63%
16,484 $435 Million
Q1 2023

May 10, 2023
BUY
N/A
16,219 New
16,219 $402 Million
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