WealthPlan Investment Management, LLC
Q3 2024 13F Holdings
Location
Omaha, NE
Holdings as of
9/30/2024
Value ($000)
$987,549
Num holdings
247
Date filed
11/5/2024
Form type
13F-HR
Prev filing
8/9/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
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