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 |
|---|---|---|---|---|---|---|---|---|---|
| ClearShares Piton Intermediate Fixed Income ETF | Stock/ETF | 801 | $129,241 | 1,416 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| iShares Fallen Angels Bond | Stock/ETF | 802 | $128,825 | 5,078 | 0.00 | 0.00 | -439 | -7.96 | 06-30-2023 |
| Schwab Short-Term US Treasury | Stock/ETF | 803 | $127,359 | 2,650 | 0.00 | 0.00 | 616 | 30.29 | 06-30-2023 |
| Innovator S&P 500 Buffer ETF - August | Stock/ETF | 804 | $127,226 | 3,791 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
