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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P MDCP 400 DIV | 201 | $884,759 | 12,020 | 0.00 | 0.00 | 384 | 3.30 | 06-30-2024 |
| WISDOMTREE TR | GLB US QTLY DIV | 202 | $873,325 | 22,347 | 0.00 | 0.00 | 922 | 4.30 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 203 | $831,011 | 1,519 | 0.00 | 0.00 | 4 | 0.26 | 06-30-2024 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | Liquidated | $0 | 0 | 0.00 | 15,762 | +Inf | 06-30-2024 |
