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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | DEVELOPED MRKT | 101 | $2,836,650 | 93,434 | 0.00 | 0.00 | -148 | -0.16 | 06-30-2024 |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 102 | $2,396,525 | 98,178 | 0.00 | 98,178 | +Inf | 06-30-2024 | |
| S&P GLOBAL INC | COM | 103 | $2,393,592 | 5,367 | 0.00 | 0.00 | 173 | 3.33 | 06-30-2024 |
| UNION PAC CORP | COM | 104 | $2,302,387 | 10,176 | 0.00 | 0.00 | -225 | -2.16 | 06-30-2024 |
