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

Source: https://www.dailypolitical.com/2023/11/03/bank-of-new-york-mellon-corp-has-75-48-million-stock-holdings-in-markel-group-inc-nysemkl.html

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

Source: https://www.americanbankingnews.com/2023/03/17/6000-shares-in-goldman-sachs-treasuryaccess-0-1-year-etf-nysearcagbil-bought-by-wealthplan-investment-management-llc.html

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

Source: https://www.americanbankingnews.com/2023/11/10/don-defosset-sells-9996-shares-of-itt-inc-nyseitt-stock.html

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.

Source: https://www.dailypolitical.com/2023/08/08/eli-lilly-and-company-nyselly-shares-sold-by-wealthplan-investment-management-llc.html

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

Source: https://www.etfdailynews.com/2023/10/07/ishares-biotechnology-etf-nasdaqibb-shares-purchased-by-wealthplan-investment-management-llc/