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 |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,134 | -79.36 | 06-30-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 452 | $225,000 | 2,470 | 0.00 | 0.00 | 22 | 0.90 | 06-30-2024 |
| MEDTRONIC PLC | SHS | 453 | $217,479 | 2,763 | 0.00 | 0.00 | -158 | -5.41 | 06-30-2024 |
| PACCAR INC | COM | Liquidated | $0 | 0 | 0.00 | 1,743 | +Inf | 06-30-2024 |
