WealthPLAN Partners, LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1639943
OMAHA, NE
All Filings in IVOL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 IVOL | $365,680 | 17,786 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 IVOL | $343,850 | 16,708 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 IVOL | $3,251,595 | 143,116 | Shares | Other | 2023-05-10 | |
| 2022-12-31 IVOL | $4,742,809 | 209,766 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 IVOL | $30,191,325 | 1,178,428 | Shares | Other | 2022-05-03 | |
| 2021-12-31 IVOL | $35,697,075 | 1,329,500 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 IVOL | $35,836,137 | 1,285,832 | Shares | Other | 2021-12-09 | |
| 2021-06-30 IVOL | $35,283,941 | 1,277,478 | Shares | Other | 2021-08-19 | |
| 2021-03-31 IVOL | $35,328,908 | 1,236,141 | Shares | Other | 2021-05-11 | |
| 2020-12-31 IVOL | $26,738,088 | 955,956 | Shares | Other | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||