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 Russell 1000 Growth ETF | Stock/ETF | 351 | $888,831 | 3,230 | 0.00 | 0.00 | -157 | -4.64 | 06-30-2023 |
| iShares MSCI EAFE Value | Stock/ETF | 352 | $880,969 | 18,001 | 0.00 | 0.00 | -12,383 | -40.76 | 06-30-2023 |
| Ball Corp | Stock/ETF | 353 | $874,780 | 15,028 | 0.00 | 0.00 | -200 | -1.31 | 06-30-2023 |
| Norfolk Southern Corp | Stock/ETF | 354 | $849,670 | 3,747 | 0.00 | 0.00 | -59 | -1.55 | 06-30-2023 |
