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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 451 | $2,199,217 | 9,228 | 0.00 | 0.00 | -479 | -4.93 | 03-31-2024 |
| CANADIAN PACIFIC KANSAS CITY | COM | 452 | $2,197,285 | 24,921 | 0.00 | 0.00 | 19,489 | 358.78 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 453 | $2,185,093 | 50,406 | 0.00 | 0.00 | 4,059 | 8.76 | 03-31-2024 |
| EMERSON ELEC CO | COM | 454 | $2,155,302 | 19,003 | 0.00 | 0.00 | 886 | 4.89 | 03-31-2024 |
