WealthPlan Investment Management, LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1929986
OMAHA, NE
All Filings in IVOL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 IVOL | $198,563 | 10,315 | Shares | Sole | 2024-11-05 | |
| 2023-12-31 IVOL | $243,382 | 11,769 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 IVOL | $483,715 | 23,527 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IVOL | $340,763 | 16,558 | Shares | Other | 2023-08-14 | |
| 2023-03-31 IVOL | $835,073 | 36,755 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 IVOL | $4,742,809 | 209,766 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 IVOL | $4,725,243 | 213,233 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 IVOL | $30,191,325 | 1,178,428 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||