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 |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 1701 | $294,992 | 693 | 0.00 | 0.00 | 16 | 2.36 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 1702 | $293,690 | 11,522 | 0.00 | 0.00 | 859 | 8.06 | 03-31-2024 |
| TORONTO DOMINION BK ONT | COM NEW | 1703 | $292,197 | 4,839 | 0.00 | 0.00 | -328 | -6.35 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 0.00 | -229 | -2.69 | 03-31-2024 |
