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 |
|---|---|---|---|---|---|---|---|---|---|
| Medtronic PLC | Stock/ETF | 701 | $210,928 | 2,394 | 0.00 | 0.00 | -1,205 | -33.48 | 06-30-2023 |
| Vanguard Information Technology | Stock/ETF | 702 | $209,592 | 474 | 0.00 | 0.00 | 26 | 5.80 | 06-30-2023 |
| Matthews Asia Funds Emerging Markets Equity | Stock/ETF | 703 | $200,683 | 7,200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| JPMorgan Ultra-Short Income ETF | Stock/ETF | 704 | $200,159 | 3,992 | 0.00 | 0.00 | -3,145 | -44.07 | 06-30-2023 |
