WealthPlan Investment Management, LLC's ownership history for XFIV

WealthPlan Investment Management, LLC currently holds 9.1K shares with a market value of $448.5K. It started holding XFIV on 2025-03-31. At its peak, it held 9.6K shares on 2025-09-30. Its highest holding value was $477.6K on 2025-09-30. At its lowest, it held 9.1K shares on 2026-03-31, with a value of $448.5K on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 519. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 432.