WealthPLAN Partners, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1639943
OMAHA, NE
All Filings in AOM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 AOM | $211,078 | 5,422 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 AOM | $219,507 | 5,432 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 AOM | $216,918 | 5,442 | Shares | Other | 2023-05-10 | |
| 2022-12-31 AOM | $214,490 | 5,643 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 AOM | $435,758 | 10,141 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 AOM | $412,049 | 9,062 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 AOM | $405,433 | 9,062 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 AOM | $408,243 | 9,062 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 AOM | $386,724 | 8,880 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 AOM | $487,296 | 11,280 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 AOM | $558,074 | 13,595 | Shares | Sole | 2020-12-18 | |
| 2020-06-30 AOM | $575,005 | 14,422 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 AOM | $645,080 | 17,558 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||