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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares MSCI Global Gold Miners | Stock/ETF | 1451 | $5,219 | 224 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Alps Equal Sector Weight | Stock/ETF | 1452 | $5,218 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Strive U.S. Energy ETF | Stock/ETF | 1453 | $5,198 | 190 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Amphenol Corp | Stock/ETF | 1454 | $5,182 | 61 | 0.00 | 0.00 | -15 | -19.74 | 06-30-2023 |
