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 |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 301 | $3,633,500 | 21,462 | 0.00 | 0.00 | 6,172 | 40.37 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 302 | $3,624,045 | 86,369 | 0.00 | 0.00 | 4,506 | 5.50 | 03-31-2024 |
| AMGEN INC | COM | 303 | $3,623,309 | 12,744 | 0.00 | 0.00 | 1,198 | 10.38 | 03-31-2024 |
| DISNEY WALT CO | COM | 304 | $3,606,192 | 29,472 | 0.00 | 0.00 | 929 | 3.25 | 03-31-2024 |
