Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | 04-15-2024 | 03-31-2024 | 798 | 3,049,678,501 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $189,208,044 | 3,075,054 | 0.01 | 0.01 | 437,306 | 16.58 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 2 | $135,553,849 | 2,113,076 | 0.00 | 0.00 | 28,977 | 1.39 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $110,139,140 | 423,775 | 0.00 | 0.00 | 10,238 | 2.48 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $92,994,382 | 177,786 | 0.00 | 0.00 | 86,098 | 93.90 | 03-31-2024 |
