WealthPlan Investment Management, LLC's ownership history for AVGO

WealthPlan Investment Management, LLC currently holds 12.7K shares with a market value of $4.2M. It started holding AVGO on 2024-09-30. At its peak, it held 16.8K shares on 2025-06-30. Its highest holding value was $4.6M on 2025-06-30. At its lowest, it held 8.9K shares on 2024-12-31, with a value of $2.1M on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 337. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 3.6K.