WealthPLAN Partners, LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1639943
OMAHA, NE
All Filings in XSEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 XSEP | $604,226 | 15,749 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 XSEP | $2,084,208 | 61,472 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 XSEP | $793,870 | 23,418 | Shares | Other | 2023-07-31 | |
| 2023-03-31 XSEP | $2,134,891 | 65,847 | Shares | Other | 2023-05-10 | |
| 2022-12-31 XSEP | $4,784,282 | 154,731 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||