WealthPlan Investment Management, LLC
Q3 2023 13F Holdings
Location
Omaha, NE
Holdings as of
9/30/2023
Value ($000)
$565,712
Num holdings
167
Date filed
11/15/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
8/14/2023
Next filing
1/5/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
2022 Q3
2022 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type