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 |
|---|---|---|---|---|---|---|---|---|---|
| ANTERO MIDSTREAM CORP | COM | 2201 | $159,430 | 11,339 | 0.00 | 11,339 | +Inf | 03-31-2024 | |
| ROCKET COS INC | COM CL A | 2202 | $150,971 | 10,376 | 0.00 | 0.00 | -8,076 | -43.77 | 03-31-2024 |
| VANECK ETF TRUST | MORTGAGE REIT | 2203 | $150,544 | 12,878 | 0.00 | 0.00 | 2,500 | 24.09 | 03-31-2024 |
| DUFF & PHELPS UTLITY AND INF | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -800 | -4.83 | 03-31-2024 |
