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 |
|---|---|---|---|---|---|---|---|---|---|
| EA SER TR STRIVE 1000 GROWTH ETF | Stock/ETF | 201 | $2,294,634 | 73,311 | 0.00 | 0.00 | 1,206 | 1.67 | 06-30-2023 |
| Hartford Multifactor Developed Markets (exUS) | Stock/ETF | 202 | $2,290,320 | 87,018 | 0.00 | 0.00 | 15,315 | 21.36 | 06-30-2023 |
| UMB Financial Corp | Stock/ETF | 203 | $2,276,111 | 37,375 | 0.00 | 0.00 | -21,837 | -36.88 | 06-30-2023 |
| Gabelli Dividend & Income Trust Closed-End Fund | Stock/ETF | 204 | $2,250,472 | 106,506 | 0.00 | 0.00 | 30,487 | 40.10 | 06-30-2023 |
