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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 151 | $1,514,666 | 2,739 | 0.00 | 0.00 | 110 | 4.18 | 06-30-2024 |
| ISHARES TR | 20 YR TR BD ETF | 152 | $1,414,513 | 15,412 | 0.00 | 0.00 | -100 | -0.64 | 06-30-2024 |
| FMC CORP | COM NEW | 153 | $1,381,653 | 24,008 | 0.00 | 0.00 | 2,889 | 13.68 | 06-30-2024 |
| SERVICENOW INC | COM | 154 | $1,335,766 | 1,698 | 0.00 | 0.00 | 62 | 3.79 | 06-30-2024 |
