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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | CLOUD COMPUTNG | 1951 | $230,589 | 9,125 | 0.00 | 9,125 | +Inf | 03-31-2024 | |
| SEMPRA | COM | 1952 | $230,355 | 3,207 | 0.00 | 0.00 | 74 | 2.36 | 03-31-2024 |
| FLAHERTY & CRUMRINE PFD SECS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 403 | 2.50 | 03-31-2024 |
| MANHATTAN BRDG CAP INC | COM | 1954 | $229,454 | 45,347 | 0.00 | 0.00 | -8,902 | -16.41 | 03-31-2024 |
