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 |
|---|---|---|---|---|---|---|---|---|---|
| Innovator Us Equity Accel 9 Buf Etf | Stock/ETF | 651 | $245,115 | 9,970 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AllianzIM US Large Cap Buffer20 Apr ETF | Stock/ETF | 652 | $244,301 | 8,694 | 0.00 | 8,694 | +Inf | 06-30-2023 | |
| Life Storage Inc | Stock/ETF | 653 | $244,248 | 1,837 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Cincinnati Financial | Stock/ETF | 654 | $243,300 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
