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 |
|---|---|---|---|---|---|---|---|---|---|
| ConocoPhillips | Stock/ETF | 551 | $368,334 | 3,555 | 0.00 | 0.00 | 300 | 9.22 | 06-30-2023 |
| Cisco Systems Inc | Stock/ETF | 552 | $366,680 | 7,087 | 0.00 | 0.00 | -167 | -2.30 | 06-30-2023 |
| BondBloxx Bloomberg Two YrTrgDurUSTrsETF | Stock/ETF | 553 | $353,107 | 7,189 | 0.00 | 0.00 | 2,575 | 55.81 | 06-30-2023 |
| Schwab Fundamental US Large Company Index ETF | Stock/ETF | 554 | $350,544 | 6,089 | 0.00 | 0.00 | 722 | 13.45 | 06-30-2023 |
