WealthPlan Investment Management, LLC
Position in EMKT — Lazard Emerging Markets Opportunities ETF
CIK 1929986
OMAHA, NE
Position in EMKT
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$219,995
-$10,414 QoQ
Shares Held
8,524
-7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMKT Over Time
Shares Held
Position Value (USD)
All Filings in EMKT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,995 | 8,524 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $230,409 | 9,187 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||