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 |
|---|---|---|---|---|---|---|---|---|---|
| BlackRock Mun Income Tr | Stock/ETF | 1501 | $4,274 | 430 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Mattel Incorporated | Stock/ETF | 1502 | $4,221 | 216 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Sunrun Inc | Stock/ETF | 1503 | $4,161 | 233 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| XPO Inc | Stock/ETF | 1504 | $4,130 | 70 | 0.00 | 70 | +Inf | 06-30-2023 |
