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 |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 1001 | $749,802 | 5,797 | 0.00 | 0.00 | 166 | 2.95 | 03-31-2024 |
| ZOETIS INC | CL A | 1002 | $745,037 | 4,403 | 0.00 | 0.00 | 39 | 0.89 | 03-31-2024 |
| SPLUNK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -30 | -0.59 | 12-31-2023 |
| NORFOLK SOUTHN CORP | COM | 1004 | $739,041 | 2,900 | 0.00 | 0.00 | 1,221 | 72.72 | 03-31-2024 |
