Wealth Plan Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024
Number of Shares
160,629
Previous 167,760 4.25%
Holding current value
$9.97 Billion
Previous $10.3 Billion 2.84%
% of portfolio
1.41%
Previous 1.38%

Shares

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

Jan 30, 2025
SELL
N/A
-7,131 Reduced 4.25%
160,629 $9.97 Billion
Q3 2024

Nov 05, 2024
BUY
N/A
167,760 New
167,760 $10.3 Billion
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