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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 251 | $4,604,646 | 6,285 | 0.00 | 0.00 | 3,814 | 154.35 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 252 | $4,519,653 | 41,069 | 0.00 | 0.00 | 6,639 | 19.28 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 253 | $4,448,254 | 29,215 | 0.00 | 0.00 | 3,029 | 11.57 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 254 | $4,403,562 | 9,681 | 0.00 | 0.00 | 1,291 | 15.39 | 03-31-2024 |
