WealthPlan Investment Management, LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1929986
OMAHA, NE
All Filings in AGGH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,661,362 | 677,311 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,623,774 | 718,613 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,349,024 | 258,407 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||