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 |
|---|---|---|---|---|---|---|---|---|---|
| Public Service Enterprise Group Inc | Stock/ETF | 601 | $293,453 | 4,687 | 0.00 | 0.00 | -200 | -4.09 | 06-30-2023 |
| TJX Companies Inc | Stock/ETF | 602 | $292,949 | 3,455 | 0.00 | 0.00 | -651 | -15.85 | 06-30-2023 |
| Comcast Corp A | Stock/ETF | 603 | $290,808 | 6,999 | 0.00 | 0.00 | -914 | -11.55 | 06-30-2023 |
| Netflix Inc | Stock/ETF | 604 | $286,319 | 650 | 0.00 | 0.00 | -91 | -12.28 | 06-30-2023 |
