WealthPlan Investment Management, LLC
Q2 2024 13F Holdings
Location
Omaha, NE
Holdings as of
6/30/2024
Value ($000)
$660,995
Num holdings
184
Date filed
8/9/2024
Form type
13F-HR
Prev filing
5/16/2024
Next filing
11/5/2024
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q3
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