WealthPlan Investment Management, LLC CLIP Holdings History
WealthPlan Investment Management, LLC's Global X 1-3 Month T-Bill ETF Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held - shares of Global X 1-3 Month T-Bill ETF(CLIP), totaling N/A. This investment constitutes 0% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0% of the outstanding Global X 1-3 Month T-Bill ETF(CLIP) stock.
The initial trade took place in 2024Q4. And since then WealthPlan Investment Management, LLC has made 1 purchases of CLIP, at an average price of $100.30, for a total of 78,336.00 shares. In addition, there have been 1 sales at an average price of $100.26 for 78,336.00 shares. Based on historical transaction data and CLIP's current price of $100.32, WealthPlan Investment Management, LLC's estimated gain on his CLIP holdings is $-3,133.44, reflecting a -0.04% gain to date.
WealthPlan Investment Management, LLC CLIP ($100.32) Holding Chart
WealthPlan Investment Management, LLC CLIP ($100.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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