WealthPLAN Partners, LLC
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 1639943
OMAHA, NE
All Filings in PHDG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 PHDG | $1,791,939 | 52,350 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 PHDG | $1,625,305 | 52,160 | Shares | Other | 2023-11-02 | |
| 2023-06-30 PHDG | $1,311,014 | 39,358 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 PHDG | $1,796,410 | 54,652 | Shares | Other | 2023-05-10 | |
| 2022-12-31 PHDG | $5,257,894 | 162,884 | Shares | Other | 2023-02-16 | |
| 2022-03-31 PHDG | $12,021,970 | 332,650 | Shares | Other | 2022-05-03 | |
| 2021-12-31 PHDG | $9,697,227 | 254,721 | Shares | Other | 2022-02-01 | |
| 2021-09-30 PHDG | $8,683,318 | 243,026 | Shares | Other | 2021-12-09 | |
| No filing history on record for this holder in this stock. | ||||||