WealthPlan Investment Management, LLC
Q1 2023 13F Holdings
Location
Omaha, NE
Holdings as of
3/31/2023
Value ($000)
$580,905
Num holdings
442
Date filed
5/8/2023
Form type
13F-HR
Prev filing
2/15/2023
Next filing
8/14/2023
SEC
View on sec.gov
Compare Q1 2023 to
2023 Q4
2023 Q3 - RESTATEMENT
2023 Q2 - RESTATEMENT
2022 Q4
2022 Q3
2022 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type