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 |
|---|---|---|---|---|---|---|---|---|---|
| Olin Corp | Stock/ETF | 1201 | $16,959 | 330 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| MDU Resources Group Inc | Stock/ETF | 1202 | $16,899 | 807 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| First TR Exchng Traded Fd VIII Cboe Vest US Eqt | Stock/ETF | 1203 | $16,835 | 467 | 0.00 | 0.00 | -2,382 | -83.61 | 06-30-2023 |
| Schlumberger NV | Stock/ETF | 1204 | $16,799 | 342 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
