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 |
|---|---|---|---|---|---|---|---|---|---|
| West Pharm Srvc Inc | Stock/ETF | 951 | $56,606 | 148 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| O Reilly Automotive Inc | Stock/ETF | 952 | $56,363 | 59 | 0.00 | 0.00 | -100 | -62.89 | 06-30-2023 |
| Lam Research Corp | Stock/ETF | 953 | $56,153 | 87 | 0.00 | 0.00 | 7 | 8.75 | 06-30-2023 |
| Weyerhaeuser Inc | Stock/ETF | 954 | $55,090 | 1,644 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
