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 |
|---|---|---|---|---|---|---|---|---|---|
| ATLASSIAN CORPORATION | CL A | 1751 | $281,344 | 1,442 | 0.00 | 0.00 | -107 | -6.91 | 03-31-2024 |
| HEICO CORP NEW | COM | 1752 | $280,387 | 1,468 | 0.00 | 0.00 | -34 | -2.26 | 03-31-2024 |
| CHIPOTLE MEXICAN GRILL INC | COM | 1753 | $279,050 | 96 | 0.00 | 96 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 1754 | $278,474 | 5,920 | 0.00 | 0.00 | 149 | 2.58 | 03-31-2024 |
