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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 401 | $2,576,202 | 14,655 | 0.00 | 0.00 | 501 | 3.54 | 03-31-2024 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 402 | $2,543,314 | 161,686 | 0.00 | 0.00 | 4,216 | 2.68 | 03-31-2024 |
| PGIM ETF TR | PGIM ULTRA SH BD | 403 | $2,531,588 | 50,937 | 0.00 | 0.00 | 36,559 | 254.27 | 03-31-2024 |
| SPDR SER TR | PORTFLI TIPS ETF | 404 | $2,510,489 | 97,989 | 0.00 | 0.00 | -402 | -0.41 | 03-31-2024 |
