Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHPLAN PARTNERS LLC | 07-26-2023 | 06-30-2023 | 2516 | 707,018,427 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Republic Svcs Inc | Stock/ETF | 1651 | $1,991 | 13 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
Wabtec Corporation | Stock/ETF | 1652 | $1,974 | 18 | 0.00 | 0.00 | -3 | -14.29 | 06-30-2023 |
Fortis Inc | Stock/ETF | 1653 | $1,939 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
Laboratory Corp of America Holdings | Stock/ETF | 1654 | $1,931 | 8 | 0.00 | 0.00 | -100 | -92.59 | 06-30-2023 |