WealthPlan Investment Management, LLC's ownership history for MA

WealthPlan Investment Management, LLC currently holds 17.1K shares with a market value of $8.5M. It started holding MA on 2024-09-30. At its peak, it held 21.7K shares on 2025-06-30. Its highest holding value was $12.2M on 2025-06-30. At its lowest, it held 15.8K shares on 2025-12-31, with a value of $8.5M on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 3.9K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 2.1K.