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 |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Intermediate-Term US Treasury | Stock/ETF | 1051 | $35,087 | 712 | 0.00 | 0.00 | -80 | -10.10 | 06-30-2023 |
| Trane Technologies Plc | Stock/ETF | 1052 | $34,809 | 182 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SPDR S&P Regional Banking | Stock/ETF | 1053 | $33,889 | 830 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AerCap Holdings NV | Stock/ETF | 1054 | $33,856 | 533 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
