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 |
|---|---|---|---|---|---|---|---|---|---|
| Restaurant Brands International Inc | Stock/ETF | 1551 | $3,178 | 41 | 0.00 | 41 | +Inf | 06-30-2023 | |
| Verisk Analytics Inc | Stock/ETF | 1552 | $3,164 | 14 | 0.00 | 14 | +Inf | 06-30-2023 | |
| Infosys Ltd ADR | Stock/ETF | 1553 | $3,150 | 196 | 0.00 | 0.00 | -1,804 | -90.20 | 06-30-2023 |
| Equity Lifestyles Properties Inc | Stock/ETF | 1554 | $3,144 | 47 | 0.00 | 47 | +Inf | 06-30-2023 |
