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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 351 | $3,078,424 | 30,353 | 0.00 | 0.00 | 3,287 | 12.14 | 03-31-2024 |
| MCDONALDS CORP | COM | 352 | $3,063,394 | 10,865 | 0.00 | 0.00 | 2,140 | 24.53 | 03-31-2024 |
| BLACKSTONE INC | COM | 353 | $3,050,506 | 23,221 | 0.00 | 0.00 | 2,654 | 12.90 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 354 | $3,004,865 | 39,491 | 0.00 | 0.00 | -30,809 | -43.83 | 03-31-2024 |
