WealthPLAN Partners, LLC
Position in TDV — ProShares S&P Technology Dividend Aristocrats ETF
CIK 1639943
OMAHA, NE
All Filings in TDV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TDV | $2,525,768 | 29,817 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 TDV | $3,267,923 | 37,745 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 TDV | $3,489,657 | 40,341 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 TDV | $3,311,482 | 39,801 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 TDV | $5,083,035 | 69,774 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 TDV | $5,097,445 | 67,557 | Shares | Other | 2025-01-30 | |
| 2024-09-30 TDV | $5,391,277 | 69,953 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 TDV | $5,149,504 | 69,031 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 TDV | $4,876,818 | 67,743 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 TDV | $4,089,633 | 58,776 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 TDV | $3,575,535 | 57,540 | Shares | Other | 2023-11-02 | |
| 2023-06-30 TDV | $2,601,035 | 39,255 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 TDV | $3,248,493 | 53,106 | Shares | Other | 2023-05-10 | |
| 2022-12-31 TDV | $6,368,450 | 115,062 | Shares | Other | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||