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 |
|---|---|---|---|---|---|---|---|---|---|
| Macquarie First Global | Stock/ETF | 1701 | $1,287 | 165 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NCR Corp | Stock/ETF | 1702 | $1,260 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Invesco FTSE RAFI Emerging Markets | Stock/ETF | 1703 | $1,249 | 67 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Robinhood Mkts Inc | Stock/ETF | 1704 | $1,248 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
