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 |
|---|---|---|---|---|---|---|---|---|---|
| Teradata Corporation | Stock/ETF | 1601 | $2,671 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Gaming & Leisure Com | Stock/ETF | 1602 | $2,665 | 55 | 0.00 | 55 | +Inf | 06-30-2023 | |
| Macy's Inc | Stock/ETF | 1603 | $2,648 | 165 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Fortinet Inc | Stock/ETF | 1604 | $2,646 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
