#WealthPlan
A huge thank you to Wade and Christine Behlen of WealthPlan Group! As this year’s Platinum Sponsor and Event Chairs, their incredible leadership, generosity, and commitment helped make the 6th Annual CASA Classic Golf Tournament our most successful tournament yet! Thank you, Christine and Wade!
September 4, 2026 at 2:15 PM
The unexpected does not ask permission. If your family depends on your income, coverage should be set up so the payout rules are simple and the amount makes sense, not “whatever’s on sale.” I’ll translate the jargon and help you choose with confidence. #LifeInsurance #FamilyProtection #WealthPlan...
July 31, 2026 at 5:40 AM
WealthPLAN Partners LLC Sells 1,937 Shares of Micron Technology, Inc. $MU

WealthPLAN Partners LLC reduced its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 56.8% during the first quarter, Holdings Channel reports. The institutional investor owned 1,472 shares of the…
WealthPLAN Partners LLC Sells 1,937 Shares of Micron Technology, Inc. $MU
WealthPLAN Partners LLC reduced its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 56.8% during the first quarter, Holdings Channel reports. The institutional investor owned 1,472 shares of the semiconductor manufacturer’s stock after selling 1,937 shares during the period. WealthPLAN Partners LLC’s holdings in Micron Technology were worth $497,000 as of [...]
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July 10, 2026 at 12:57 AM
WealthPLAN Partners LLC Sells 23,779 Shares of Columbia Select Technology ETF $SEMI

WealthPLAN Partners LLC lowered its stake in Columbia Select Technology ETF (NYSEARCA:SEMI – Free Report) by 27.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange…
WealthPLAN Partners LLC Sells 23,779 Shares of Columbia Select Technology ETF $SEMI
WealthPLAN Partners LLC lowered its stake in Columbia Select Technology ETF (NYSEARCA:SEMI – Free Report) by 27.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,426 shares of the company’s stock after selling 23,779 shares during the period. WealthPLAN Partners LLC owned approximately [...]
news-area.com
July 8, 2026 at 10:29 PM
WealthPLAN Partners LLC Acquires 24,383 Shares of JPMorgan International Research Enhanced Equity ETF $JIRE

WealthPLAN Partners LLC lifted its holdings in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 354.6% during the 1st quarter, according to the company in…
WealthPLAN Partners LLC Acquires 24,383 Shares of JPMorgan International Research Enhanced Equity ETF $JIRE
WealthPLAN Partners LLC lifted its holdings in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 354.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,260 shares of the company’s stock after buying an additional 24,383 shares during the quarter. [...]
news-area.com
July 8, 2026 at 10:58 PM
WealthPLAN Partners LLC Raises Holdings in JPMorgan Global Select Equity ETF $JGLO

WealthPLAN Partners LLC increased its stake in shares of JPMorgan Global Select Equity ETF (NASDAQ:JGLO – Free Report) by 359.9% in the 1st quarter, according to its most recent 13F filing with the Securities and…
WealthPLAN Partners LLC Raises Holdings in JPMorgan Global Select Equity ETF $JGLO
WealthPLAN Partners LLC increased its stake in shares of JPMorgan Global Select Equity ETF (NASDAQ:JGLO – Free Report) by 359.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,746 shares of the company’s stock after purchasing an additional 24,843 shares during the [...]
news-area.com
July 8, 2026 at 10:28 PM
Advanced Micro Devices, Inc. $AMD Shares Acquired by WealthPlan Investment Management LLC WealthPlan Investment Management LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:...

Origin | Interest | Match
Advanced Micro Devices, Inc. $AMD Shares Acquired by WealthPlan Investment Management LLC
WealthPlan Investment Management LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 338.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,157 shares of the semicond
www.marketbeat.com
May 18, 2026 at 11:37 AM
Casey’s General Stores, Inc. $CASY Shares Sold by WealthPlan Investment Management LLC WealthPlan Investment Management LLC reduced its position in Casey’s General Stores, Inc. (NASDAQ:CASY –...

#Banking #SEC #Filing #Articles

Origin | Interest | Match
Casey’s General Stores, Inc. $CASY Shares Sold by WealthPlan Investment Management LLC
WealthPlan Investment Management LLC reduced its position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 4.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 37,070 shares of the company’s stock after selling 1,887 shares during the period. Casey’s General Stores accounts for about 1.4% of […]
www.tickerreport.com
January 15, 2026 at 11:21 AM
WealthPLAN Partners LLC Has $4.57 Million Stock Holdings in Meta Platforms, Inc. $META WealthPLAN Partners LLC decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.4% in ...

#Companies #SEC #Filing #Articles

Origin | Interest | Match
October 26, 2025 at 11:22 AM
Cheers to our amazing CASA Classic teams: PhotoOmaha | JE Dunn Construction | SignWorks | WealthPlan Group.
A big thank you to SignWorks for their support as our Silver Hole Sponsor and to WealthPlan Group for your Platinum Sponsorship.
September 5, 2025 at 2:45 PM
A big thank you to these amazing teams who joined us on the course for the 5th Annual CASA Classic: The Fred & Joy Witecy Team | Vestwell | The Feltz WealthPlan Group | Bland & Associates. Special thanks to Feltz WealthPlan Group for supporting the tournament as Pin Flag Sponsors!
September 4, 2025 at 1:15 PM
A huge thank you to Wade and Christine Behlen of WealthPlan Group! As this year’s Platinum Sponsor and Event Chairs, their incredible leadership, generosity, and commitment helped make the 2025 CASA Classic Golf Tournament our most successful tournament yet.
#CASAClassic #ThankYou #WealthPlan
August 28, 2025 at 6:30 PM
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April 8, 2025 at 12:31 AM
This Economy is a Mess. With all the financial uncertainty in the world, most people are one emergency away from disaster.
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March 20, 2025 at 7:44 PM