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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTONATION INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,092 | -80.16 | 03-31-2024 |
| DEERE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,134 | -79.36 | 06-30-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 453 | $225,000 | 2,470 | 0.00 | 0.00 | 22 | 0.90 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | Liquidated | $0 | 0 | 0.00 | 0.00 | -323 | -13.06 | 03-31-2024 |
