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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 2051 | $214,882 | 2,366 | 0.00 | 0.00 | -19 | -0.80 | 03-31-2024 |
| DOCUSIGN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,888 | -34.38 | 03-31-2024 |
| ROYCE VALUE TR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,137 | 17.01 | 03-31-2024 |
| KRAFT HEINZ CO | COM | 2054 | $213,077 | 5,774 | 0.00 | 0.00 | -678 | -10.51 | 03-31-2024 |
