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 |
|---|---|---|---|---|---|---|---|---|---|
| JP Morgan Chase & Co. | Stock/ETF | 151 | $3,301,580 | 22,701 | 0.00 | 0.00 | -7,514 | -24.87 | 06-30-2023 |
| Texas Instruments Inc | Stock/ETF | 152 | $3,289,303 | 18,272 | 0.00 | 0.00 | -20,562 | -52.95 | 06-30-2023 |
| Air Products & Chemicals Inc | Stock/ETF | 153 | $3,246,956 | 10,840 | 0.00 | 0.00 | -14,471 | -57.17 | 06-30-2023 |
| SPDR Financial Select Sector | Stock/ETF | 154 | $3,230,207 | 95,823 | 0.00 | 0.00 | 1,142 | 1.21 | 06-30-2023 |
