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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares MBS ETF | Stock/ETF | 301 | $1,172,217 | 12,569 | 0.00 | 0.00 | -2,579 | -17.03 | 06-30-2023 |
| Innovator S&P 500 Power Buffer ETF - January | Stock/ETF | 302 | $1,154,768 | 32,890 | 0.00 | 0.00 | -31,580 | -48.98 | 06-30-2023 |
| iShares US Treasury Bond ETF | Stock/ETF | 303 | $1,149,434 | 50,194 | 0.00 | 0.00 | -8,037 | -13.80 | 06-30-2023 |
| McDonald's Corporation | Stock/ETF | 304 | $1,148,213 | 3,848 | 0.00 | 0.00 | -213 | -5.25 | 06-30-2023 |
