Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHPLAN PARTNERS LLC | 07-26-2023 | 06-30-2023 | 2516 | 707,018,427 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR Dow Jones Global Real Estate | Stock/ETF | 1351 | $8,419 | 205 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
Moderna Inc Com | Stock/ETF | 1352 | $8,384 | 69 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
AMC Entertainment Holdings Inc | Stock/ETF | 1353 | $8,360 | 1,900 | 0.00 | 0.00 | -48 | -2.46 | 06-30-2023 |
Pacer Global High Dividend ETF | Stock/ETF | 1354 | $8,254 | 249 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |