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 |
|---|---|---|---|---|---|---|---|---|---|
| NetApp Inc | Stock/ETF | 901 | $75,406 | 987 | 0.00 | 0.00 | -29 | -2.85 | 06-30-2023 |
| Dow Inc | Stock/ETF | 902 | $75,203 | 1,412 | 0.00 | 0.00 | 200 | 16.50 | 06-30-2023 |
| Generac Holdings Inc. | Stock/ETF | 903 | $75,013 | 503 | 0.00 | 0.00 | -49 | -8.88 | 06-30-2023 |
| iShares Russell Mid-Cap ETF | Stock/ETF | 904 | $75,002 | 1,027 | 0.00 | 0.00 | -57 | -5.26 | 06-30-2023 |
