WealthPlan Investment Management, LLC
Position in SEMI — Columbia Select Technology ETF
CIK 1929986
OMAHA, NE
All Filings in SEMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 SEMI | $2,901,388 | 131,463 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 SEMI | $3,384,906 | 131,811 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 SEMI | $3,502,540 | 136,021 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 SEMI | $3,698,275 | 135,463 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 SEMI | $3,181,481 | 126,823 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 SEMI | $3,499,741 | 156,448 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 SEMI | $3,254,876 | 167,881 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||