WealthPlan Investment Management, LLC
Q2 2023 13F Holdings
Location
Omaha, NE
Holdings as of
6/30/2023
Value ($000)
$401,787
Num holdings
371
Date filed
7/25/2023
Form type
13F-HR
Prev filing
5/8/2023
Next filing
11/15/2023
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q2 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3 - RESTATEMENT
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
2022 Q3
2022 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type