WealthPlan Investment Management, LLC
Q4 2022 13F Holdings
Location
Omaha, NE
Holdings as of
12/31/2022
Value ($000)
$1,430,675
Num holdings
394
Date filed
2/15/2023
Form type
13F-HR
Prev filing
12/12/2022
Next filing
5/8/2023
SEC
View on sec.gov
Compare Q4 2022 to
2023 Q4
2023 Q3 - RESTATEMENT
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q3
2022 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type