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 |
|---|---|---|---|---|---|---|---|---|---|
| TYSON FOODS INC | CL A | 251 | $565,275 | 9,893 | 0.00 | 0.00 | 89 | 0.91 | 06-30-2024 |
| ISHARES TR | GLOBAL REIT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -359 | -1.33 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 187 | 2.54 | 03-31-2024 |
| DBX ETF TR | XTRACK USD HIGH | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,455 | -8.29 | 03-31-2024 |
