Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | 07-26-2023 | 06-30-2023 | 2516 | 707,018,427 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | Stock/ETF | 101 | $5,299,820 | 15,563 | 0.00 | 0.00 | -3,997 | -20.43 | 06-30-2023 |
| Archer Daniels Midland Co | Stock/ETF | 102 | $5,157,810 | 68,261 | 0.00 | 0.00 | -58,768 | -46.26 | 06-30-2023 |
| PIMCO Enhanced Short Maturity | Stock/ETF | 103 | $5,005,857 | 50,179 | 0.00 | 0.00 | 7,788 | 18.37 | 06-30-2023 |
| FS KKR Capital Corp | Stock/ETF | 104 | $4,941,309 | 257,628 | 0.00 | 0.00 | -18,565 | -6.72 | 06-30-2023 |
