WealthPlan Investment Management, LLC's ownership history for WFC

WealthPlan Investment Management, LLC currently holds 11.5K shares with a market value of $966.3K. It started holding WFC on 2024-09-30. At its peak, it held 11.6K shares on 2025-06-30. Its highest holding value was $966.3K on 2025-09-30. At its lowest, it held 9.0K shares on 2024-09-30, with a value of $510.3K on 2024-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 878. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 2.5K.