WealthPlan Investment Management, LLC's ownership history for ISRG
WealthPlan Investment Management, LLC currently holds 3.6K shares with a market value of $2.0M. It started holding ISRG on 2024-09-30. At its peak, it held 3.6K shares on 2025-12-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 1.5K shares on 2024-12-31, with a value of $806.4K on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 1.7K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 2.0K.
WealthPlan Investment Management, LLC's ownership history for ISRG