WealthPlan Investment Management, LLC

Q1 2025 13F Holdings

Location
Omaha, NE
Holdings as of
3/31/2025
Value ($000)
$1,015,542
Num holdings
268
Date filed
5/12/2025
Form type
13F-HR
Prev filing
1/30/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type