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 |
| WELLS FARGO CO NEW | COM | 252 | $535,272 | 9,013 | 0.00 | 0.00 | 18 | 0.20 | 06-30-2024 |
| FEDEX CORP | COM | 253 | $529,883 | 1,767 | 0.00 | 0.00 | -1,150 | -39.42 | 06-30-2024 |
| UBER TECHNOLOGIES INC | COM | 254 | $521,697 | 7,178 | 0.00 | 0.00 | -4,763 | -39.89 | 06-30-2024 |
