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 |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 1251 | $520,195 | 7,759 | 0.00 | 0.00 | 759 | 10.84 | 03-31-2024 |
| NUVEEN PFD & INCOME SECS FD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,923 | -2.23 | 12-31-2023 |
| ISHARES TR | ESG MSCI LEADR | 1253 | $518,427 | 5,524 | 0.00 | 0.00 | -723 | -11.57 | 03-31-2024 |
| TIDAL TR II | RETURN STCKD US | 1254 | $516,757 | 22,112 | 0.00 | 0.00 | 9,081 | 69.69 | 03-31-2024 |
