WealthPlan Investment Management, LLC's ownership history for UTRE

WealthPlan Investment Management, LLC currently holds 5.1K shares with a market value of $250.4K. It started holding UTRE on 2025-06-30. At its peak, it held 5.1K shares on 2025-06-30. Its highest holding value was $252.2K on 2025-09-30. At its lowest, it held 5.1K shares on 2025-06-30, with a value of $250.4K on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 0.