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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ENHNCD LW DUR AC | 1151 | $599,392 | 6,319 | 0.00 | 0.00 | -519 | -7.59 | 03-31-2024 |
| ISHARES TR | INTL SEL DIV ETF | 1152 | $596,618 | 21,277 | 0.00 | 0.00 | -5,217 | -19.69 | 03-31-2024 |
| PPL CORP | COM | 1153 | $592,896 | 21,536 | 0.00 | 0.00 | -41 | -0.19 | 03-31-2024 |
| ISHARES TR | CALIF MUN BD ETF | 1154 | $592,777 | 10,302 | 0.00 | 0.00 | 3,587 | 53.42 | 03-31-2024 |
