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 |
|---|---|---|---|---|---|---|---|---|---|
| Gold Fields LTD | Stock/ETF | 1151 | $20,745 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| iShares DJ US Aerospace & Def | Stock/ETF | 1152 | $20,651 | 177 | 0.00 | 177 | +Inf | 06-30-2023 | |
| Euronet Worldwide Inc | Stock/ETF | 1153 | $20,540 | 175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Schwab US Mid Cap | Stock/ETF | 1154 | $20,457 | 288 | 0.00 | 0.00 | -463 | -61.65 | 06-30-2023 |
