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 |
|---|---|---|---|---|---|---|---|---|---|
| United Rentals Inc | Stock/ETF | 1401 | $6,705 | 15 | 0.00 | 0.00 | -67 | -81.71 | 06-30-2023 |
| Albemarle Corp | Stock/ETF | 1402 | $6,693 | 30 | 0.00 | 0.00 | -126 | -80.77 | 06-30-2023 |
| iShares 0-5 Year TIPS Bond ETF | Stock/ETF | 1403 | $6,539 | 67 | 0.00 | 0.00 | -4 | -5.63 | 06-30-2023 |
| First Tr Exchange Traded Fd Dow 30 Equal Weight Etf | Stock/ETF | 1404 | $6,536 | 217 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
