WealthPLAN Partners, LLC - Ivy Energy Y ownership

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of Ivy Energy Y
ValueSharesWeighting
Q2 2016$36,919,000
+56.0%
2,958
+34.7%
0.01%
+25.0%
Q4 2015$23,672,0002,1960.00%
Other shareholders
Ivy Energy Y shareholders Q3 2023
NameSharesValueWeighting ↓
VALLEY WEALTH MANAGERS, INC. 18,840$352,0000.07%
View complete list of Ivy Energy Y shareholders