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 |
|---|---|---|---|---|---|---|---|---|---|
| WisdomTree Merrill Lynch High Yield Bd Zero Dur | Stock/ETF | 751 | $173,877 | 8,272 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Vanguard S&P 500 | Stock/ETF | 752 | $173,094 | 425 | 0.00 | 0.00 | -921 | -68.42 | 06-30-2023 |
| Amgen Inc | Stock/ETF | 753 | $172,731 | 778 | 0.00 | 0.00 | -11 | -1.39 | 06-30-2023 |
| iShares Silver Trust ETF | Stock/ETF | 754 | $171,570 | 8,213 | 0.00 | 0.00 | -107 | -1.29 | 06-30-2023 |
