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 |
|---|---|---|---|---|---|---|---|---|---|
| Illinois Tool Works Inc | Stock/ETF | 1001 | $43,778 | 175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Kinder Morgan Inc | Stock/ETF | 1002 | $43,722 | 2,539 | 0.00 | 0.00 | -500 | -16.45 | 06-30-2023 |
| Kite Realty Group Tr | Stock/ETF | 1003 | $43,675 | 1,955 | 0.00 | 0.00 | 249 | 14.60 | 06-30-2023 |
| Palantir Tech Inc Com CL A | Stock/ETF | 1004 | $43,568 | 2,842 | 0.00 | 0.00 | 135 | 4.99 | 06-30-2023 |
