WealthPlan Investment Management, LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1929986
OMAHA, NE
All Filings in XSEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 XSEP | $324,231 | 8,451 | Shares | Sole | 2024-11-05 | |
| 2023-12-31 XSEP | $1,819,090 | 50,688 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 XSEP | $3,210,837 | 94,701 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 XSEP | $2,730,441 | 80,544 | Shares | Other | 2023-08-14 | |
| 2023-03-31 XSEP | $3,193,145 | 98,487 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 XSEP | $4,784,282 | 154,731 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 XSEP | $4,533,551 | 154,150 | Shares | Sole | 2022-12-12 | |
| No filing history on record for this holder in this stock. | ||||||