WealthPlan Investment Management, LLC
Position in UTRE — US Treasury 3 Year Note ETF
CIK 1929986
OMAHA, NE
All Filings in UTRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UTRE | $250,363 | 5,060 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 UTRE | $252,165 | 5,060 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 UTRE | $252,165 | 5,060 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 UTRE | $251,962 | 5,060 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||