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 |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity MSCI Real Estate Index ETF | Stock/ETF | 1801 | $326 | 13 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Vanguard Global Ex US Real Estate Index | Stock/ETF | 1802 | $322 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Pacira Biosciences Com | Stock/ETF | 1803 | $321 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Matterport Inc A | Stock/ETF | 1804 | $315 | 100 | 0.00 | 100 | +Inf | 06-30-2023 |
