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 |
|---|---|---|---|---|---|---|---|---|---|
| Celanese Corp Series A | Stock/ETF | 1101 | $26,973 | 233 | 0.00 | 0.00 | 2 | 0.87 | 06-30-2023 |
| Coca-Cola Europacific Partners PLC | Stock/ETF | 1102 | $26,867 | 417 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Chimera Investment Corp | Stock/ETF | 1103 | $26,831 | 4,650 | 0.00 | 4,650 | +Inf | 06-30-2023 | |
| First Trust ETF Cboe Vest Fund | Stock/ETF | 1104 | $26,657 | 1,065 | 0.00 | 0.00 | 280 | 35.67 | 06-30-2023 |
