WealthPLAN Partners, LLC
Position in XSVN — BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
CIK 1639943
OMAHA, NE
All Filings in XSVN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 XSVN | $3,946,966 | 83,978 | Shares | Other | 2024-08-09 | |
| 2024-03-31 XSVN | $4,173,276 | 87,914 | Shares | Other | 2024-05-07 | |
| 2023-12-31 XSVN | $3,732,667 | 77,201 | Shares | Other | 2024-01-05 | |
| 2023-09-30 XSVN | $3,510,294 | 76,213 | Shares | Other | 2023-11-02 | |
| 2023-06-30 XSVN | $2,490,275 | 51,469 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 XSVN | $3,441,460 | 69,189 | Shares | Other | 2023-05-10 | |
| 2022-12-31 XSVN | $5,512,332 | 113,870 | Shares | Other | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||