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
OMEGA HEALTHCARE INVS INC COM 1851 $257,641 8,135 0.00 0.00 -275 -3.27 03-31-2024
SPDR SER TR S&P BIOTECH 1852 $257,169 2,710 0.00 2,710 +Inf 03-31-2024
HILTON WORLDWIDE HLDGS INC COM 1853 $256,708 1,203 0.00 1,203 +Inf 03-31-2024
NUVEEN AMT FREE MUN CR INC F COM 1854 $256,369 21,100 0.00 0.00 -2,823 -11.80 03-31-2024
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