WealthPlan Investment Management, LLC's ownership history for ESGU


WealthPlan Investment Management, LLC currently holds 25.8K shares with a market value of $3.8M. It started holding ESGU on 2024-09-30. At its peak, it held 26.1K shares on 2025-06-30. Its highest holding value was $3.8M on 2025-12-31. At its lowest, it held 3.2K shares on 2024-09-30, with a value of $397.8K on 2024-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 349. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 22.5K.


WealthPlan Investment Management, LLC's ownership history for ESGU