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 |
|---|---|---|---|---|---|---|---|---|---|
| Lowe's Companies Inc | Stock/ETF | 251 | $1,631,291 | 7,228 | 0.00 | 0.00 | -691 | -8.73 | 06-30-2023 |
| Danaher Corp | Stock/ETF | 252 | $1,608,495 | 6,702 | 0.00 | 0.00 | -5,445 | -44.83 | 06-30-2023 |
| Vanguard Extended Market Index | Stock/ETF | 253 | $1,594,565 | 10,714 | 0.00 | 0.00 | 1,485 | 16.09 | 06-30-2023 |
| Innovator S&P 500 Buffer ETF - September | Stock/ETF | 254 | $1,576,781 | 45,768 | 0.00 | 0.00 | 300 | 0.66 | 06-30-2023 |
