Wealthplan

WealthPlan Investment Management LLC increased its stake in shares of Markel Group by 86,597.6% during the 2nd quarter.

WealthPlan Investment Management LLC Invests $650,000 in Ball Co.

WealthPlan Investment Management LLC lifted its position in shares of ITT by 44.0% in the second quarter.

WealthPlan Investment Management LLC lowered its position in Eli Lilly and Company () by 43.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.

WealthPlan Investment Management LLC’s holdings in iShares Biotechnology ETF were worth $311,000 at the end of the most recent reporting period.

WealthPLAN Partners LLC purchased a new position in Aptiv during the first quarter valued at $30,000.

WealthPLAN Partners LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the first quarter worth approximately $45,000.

WealthPLAN Partners LLC grew its holdings in Lululemon Athletica by 8.0% during the fourth quarter.

WealthPLAN Partners LLC boosted its position in Invesco S&P 500 High Dividend Low Volatility ETF by 2,450.3% during the second quarter.

WealthPLAN Partners LLC grew its holdings in Portola Pharmaceuticals by 3.1% during the second quarter.

WealthPLAN Partners LLC increased its holdings in shares of Walt Disney by 21.6% in the 1st quarter.

WealthPLAN Partners LLC increased its position in Medtronic by 21.0% during the fourth quarter.