WealthPlan Investment Management, LLC
Position in TDV — ProShares S&P Technology Dividend Aristocrats ETF
CIK 1929986
OMAHA, NE
All Filings in TDV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TDV | $4,073,739 | 48,091 | Shares | Other | 2026-04-29 | |
| 2025-12-31 TDV | $7,781,719 | 89,880 | Shares | Other | 2026-02-05 | |
| 2025-09-30 TDV | $9,100,220 | 105,200 | Shares | Other | 2025-10-27 | |
| 2025-06-30 TDV | $8,282,160 | 99,544 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 TDV | $4,674,784 | 64,170 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 TDV | $4,606,994 | 61,057 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 TDV | $4,284,397 | 55,591 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 TDV | $3,826,303 | 51,293 | Shares | Other | 2024-08-09 | |
| 2024-03-31 TDV | $3,550,906 | 49,325 | Shares | Other | 2024-05-16 | |
| 2023-12-31 TDV | $5,143,144 | 73,917 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 TDV | $4,348,619 | 69,981 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 TDV | $3,286,827 | 49,605 | Shares | Other | 2023-08-14 | |
| 2023-03-31 TDV | $3,935,800 | 64,342 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 TDV | $6,367,122 | 115,038 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||