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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 1651 | $308,953 | 2,644 | 0.00 | 0.00 | -25 | -0.94 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,429 | -13.63 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 1653 | $308,028 | 4,085 | 0.00 | 0.00 | 406 | 11.04 | 03-31-2024 |
| BP PLC | SPONSORED ADR | 1654 | $307,689 | 8,166 | 0.00 | 8,166 | +Inf | 03-31-2024 |
