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 |
|---|---|---|---|---|---|---|---|---|---|
| Spdr Series Trust Portfli High Yld Etf | Stock/ETF | 401 | $679,010 | 29,729 | 0.00 | 0.00 | -1,578 | -5.04 | 06-30-2023 |
| iShares U.S. Technology ETF | Stock/ETF | 402 | $676,809 | 6,217 | 0.00 | 0.00 | -2,525 | -28.88 | 06-30-2023 |
| SPDR Energy Select Sector ETF | Stock/ETF | 403 | $655,051 | 8,070 | 0.00 | 0.00 | 126 | 1.59 | 06-30-2023 |
| Invesco FTSE RAFI US 1000 ETF | Stock/ETF | 404 | $651,655 | 3,982 | 0.00 | 0.00 | -69 | -1.70 | 06-30-2023 |
