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WealthPlan Investment Management, LLC > MOAT

DateNameTickerSharesChangeValueChangePrice
06/30/2023GLOBAL MOAT FUND, LPMOAT57,693-29,1684,603,327,000-1,809,587,000$79,790.04
03/31/2023GLOBAL MOAT FUND, LPMOAT86,861-239,4696,412,914,0006,390,391,000$73,829.61
03/31/2022GLOBAL MOAT FUND, LPMOAT326,330326,33022,523,00022,523,000$69.02
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