WealthPLAN Partners, LLC
Position in AMAX — Adaptive Hedged Multi-Asset Income ETF
CIK 1639943
OMAHA, NE
All Filings in AMAX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 AMAX | $84,934 | 10,799 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 AMAX | $118,850 | 16,050 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 AMAX | $87,126 | 11,206 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 AMAX | $93,268 | 11,526 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 AMAX | $152,365 | 19,380 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 AMAX | $154,013 | 19,080 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 AMAX | $6,065,816 | 796,039 | Shares | Other | 2024-01-05 | |
| 2023-09-30 AMAX | $5,705,973 | 794,704 | Shares | Other | 2023-11-02 | |
| 2023-06-30 AMAX | $4,263,591 | 550,354 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 AMAX | $6,362,493 | 819,909 | Shares | Other | 2023-05-10 | |
| 2022-12-31 AMAX | $14,694,674 | 1,919,618 | Shares | Other | 2023-02-16 | |
| 2022-03-31 AMAX | $19,880,994 | 2,156,758 | Shares | Other | 2022-05-03 | |
| 2021-12-31 AMAX | $1,814,781 | 187,284 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||