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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Mid-Cap | Stock/ETF | 501 | $439,880 | 1,998 | 0.00 | 0.00 | 4 | 0.20 | 06-30-2023 |
| Mondelez Intl Inc | Stock/ETF | 502 | $436,765 | 5,988 | 0.00 | 0.00 | 693 | 13.09 | 06-30-2023 |
| Strive Emerging Markets Ex-China ETF | Stock/ETF | 503 | $434,601 | 16,484 | 0.00 | 0.00 | 265 | 1.63 | 06-30-2023 |
| Rockwell Automation Inc | Stock/ETF | 504 | $423,673 | 1,286 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
