WealthPLAN Partners, LLC
Position in SIXO — AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
CIK 1639943
OMAHA, NE
All Filings in SIXO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 SIXO | $2,902,254 | 89,573 | Shares | Sole | 2025-01-30 | |
| 2023-09-30 SIXO | $1,177,178 | 43,223 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 SIXO | $410,075 | 14,839 | Shares | Other | 2023-07-31 | |
| 2023-03-31 SIXO | $1,180,277 | 44,939 | Shares | Other | 2023-05-10 | |
| 2022-12-31 SIXO | $3,093,435 | 125,821 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 SIXO | $3,736,269 | 141,724 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||