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 |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | COM | Liquidated | $223,311 | 2,913 | 0.00 | 0.00 | 2,913 | +Inf | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 2002 | $223,281 | 2,371 | 0.00 | 2,371 | +Inf | 03-31-2024 | |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 2003 | $222,913 | 15,567 | 0.00 | 0.00 | -102,284 | -86.79 | 03-31-2024 |
| CASEYS GEN STORES INC | COM | Liquidated | $0 | 0 | 0.00 | 817 | +Inf | 12-31-2023 |
