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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR Portfolio SmallCap | Stock/ETF | 1301 | $9,982 | 257 | 0.00 | 0.00 | -171 | -39.95 | 06-30-2023 |
| Dover Corp | Stock/ETF | 1302 | $9,893 | 67 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Vanguard Consumer Staples | Stock/ETF | 1303 | $9,811 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Royce MicroCap Trust Inc | Stock/ETF | 1304 | $9,809 | 1,121 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
