WealthPlan Investment Management, LLC
Position in SIXO — AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
CIK 1929986
OMAHA, NE
All Filings in SIXO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 SIXO | $5,042,729 | 155,635 | Shares | Sole | 2025-01-30 | |
| 2023-12-31 SIXO | $1,359,369 | 47,081 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 SIXO | $2,318,896 | 85,144 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 SIXO | $2,030,426 | 73,473 | Shares | Other | 2023-08-14 | |
| 2023-03-31 SIXO | $2,359,373 | 89,833 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 SIXO | $3,093,435 | 125,821 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 SIXO | $2,907,476 | 124,656 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 SIXO | $3,736,269 | 141,724 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||