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 |
|---|---|---|---|---|---|---|---|---|---|
| Pfizer Inc | Stock/ETF | 451 | $539,435 | 14,707 | 0.00 | 0.00 | -2,514 | -14.60 | 06-30-2023 |
| Schwab Emerging Markets Equity ETF | Stock/ETF | 452 | $538,461 | 21,862 | 0.00 | 0.00 | -1,508 | -6.45 | 06-30-2023 |
| iShares Short-Term Corporate Bond ETF | Stock/ETF | 453 | $530,672 | 10,577 | 0.00 | 0.00 | -559 | -5.02 | 06-30-2023 |
| Public Storage Inc | Stock/ETF | 454 | $525,384 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
