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 |
|---|---|---|---|---|---|---|---|---|---|
| SIRIUS XM HOLDINGS INC | COM | 2401 | $67,621 | 17,428 | 0.00 | 17,428 | +Inf | 03-31-2024 | |
| SOUTHWESTERN ENERGY CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -644 | -5.84 | 12-31-2023 |
| WESTERN ASSET MUN HIGH INCOM | COM | Liquidated | $0 | 0 | 0.00 | 10,850 | +Inf | 12-31-2023 |
