WealthPlan Investment Management, LLC
Position in DJD — Invesco Dow Jones Industrial Average Dividend ETF
CIK 1929986
OMAHA, NE
All Filings in DJD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DJD | $511,971 | 8,570 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 DJD | $802,187 | 14,039 | Shares | Other | 2026-02-05 | |
| 2025-09-30 DJD | $851,310 | 15,417 | Shares | Other | 2025-10-27 | |
| 2025-06-30 DJD | $863,113 | 16,227 | Shares | Other | 2025-07-28 | |
| 2025-03-31 DJD | $1,034,885 | 19,589 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 DJD | $3,867,854 | 76,268 | Shares | Other | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||