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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MTRS CO | COM | 401 | $283,405 | 6,100 | 0.00 | 0.00 | 15 | 0.25 | 06-30-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | Liquidated | $0 | 0 | 0.00 | 0.00 | -278 | -6.88 | 03-31-2024 |
| TARGET CORP | COM | 403 | $281,856 | 1,904 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SILA REALTY TRUST INC | COMMON STOCK | 404 | $281,625 | 13,303 | 0.00 | 13,303 | +Inf | 06-30-2024 |
