WealthPlan Investment Management, LLC Q3 2023 Filing
Filed November 9, 2023
Portfolio Value
$860.5B
Holdings
316
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (316 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | RNG 0 03/01/25RINGCENTRAL INC | 55,000 | $0 | 0.00% | |
| 302 | AOMISHARES TR | 5,422 | $0 | 0.00% | |
| 303 | USMVISHARES TR | 9,512 | $0 | 0.00% | |
| 304 | CCLCARNIVAL CORP | 22,850 | $0 | 0.00% | |
| 305 | TMATNORTHERN LTS FD TR IV | 32,935 | $0 | 0.00% | |
| 306 | PJUNINNOVATOR ETFS TR | 12,995 | $0 | 0.00% | |
| 307 | SIXJAIM ETF PRODUCTS TRUST | 10,465 | $0 | 0.00% | |
| 308 | MDLZMONDELEZ INTL INC | 5,919 | $0 | 0.00% | |
| 309 | AEPAMERICAN ELEC PWR CO INC | 3,206 | $0 | 0.00% | |
| 310 | IWDISHARES TR | 2,924 | $0 | 0.00% | |
| 311 | CSMPROSHARES TR | 10,281 | $0 | 0.00% | |
| 312 | VGTVANGUARD WORLD FDS | 499 | $0 | 0.00% | |
| 313 | VTIPVANGUARD MALVERN FDS | 10,426 | $0 | 0.00% | |
| 314 | CINFCINCINNATI FINL CORP | 2,282 | $0 | 0.00% | |
| 315 | IWPISHARES TR | 5,266 | $0 | 0.00% | |
| 316 | BACBANK AMERICA CORP | 13,572 | $0 | 0.00% |
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