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 WORLD FD | HEALTH CAR ETF | 201 | $5,776,633 | 21,354 | 0.00 | 0.00 | 13,119 | 159.31 | 03-31-2024 |
| META PLATFORMS INC | CL A | 202 | $5,728,715 | 11,798 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 203 | $5,600,862 | 144,203 | 0.00 | 0.00 | 13,441 | 10.28 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 204 | $5,588,295 | 30,589 | 0.00 | 30,589 | +Inf | 03-31-2024 |
