WealthPlan Investment Management, LLC
Position in AMAX — Adaptive Hedged Multi-Asset Income ETF
CIK 1929986
OMAHA, NE
All Filings in AMAX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 AMAX | $102,453 | 12,502 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 AMAX | $103,204 | 13,122 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 AMAX | $10,576,849 | 1,388,038 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 AMAX | $9,606,890 | 1,338,007 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 AMAX | $6,573,515 | 848,524 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 AMAX | $9,163,923 | 1,180,918 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 AMAX | $14,683,452 | 1,918,152 | Shares | Other | 2023-02-15 | |
| 2022-09-30 AMAX | $14,314,323 | 1,905,274 | Shares | Other | 2022-12-12 | |
| 2022-03-31 AMAX | $19,880,994 | 2,156,758 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||