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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. FINLS ETF | 1201 | $560,216 | 5,857 | 0.00 | 0.00 | 1,371 | 30.56 | 03-31-2024 |
| COHEN & STEERS QUALITY INCOM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,005 | -2.15 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 1203 | $558,649 | 4,723 | 0.00 | 0.00 | 1,171 | 32.97 | 03-31-2024 |
| FEDEX CORP | COM | 1204 | $557,500 | 1,924 | 0.00 | 0.00 | 137 | 7.67 | 03-31-2024 |
