Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | 08-09-2024 | 06-30-2024 | 202 | 660,994,529 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $56,666,751 | 269,047 | 0.01 | 0.01 | -4,376 | -1.60 | 06-30-2024 |
| SIMPLIFY EXCHANGE TRADED FUN | ENHANCED INM ETF | 2 | $17,131,799 | 705,012 | 0.00 | 0.00 | 46,112 | 7.00 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 3 | $14,979,848 | 81,670 | 0.00 | 0.00 | 1,888 | 2.37 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $14,972,139 | 36,805 | 0.00 | 0.00 | 1,088 | 3.05 | 06-30-2024 |
