Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHCARE ADVISORY PARTNERS LLC | 04-15-2024 | 03-31-2024 | 798 | 3,049,678,501 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | RUS 2000 GRW ETF | 551 | $1,659,599 | 6,129 | 0.00 | 0.00 | 1,175 | 23.72 | 03-31-2024 |
GENERAL ELECTRIC CO | COM NEW | 552 | $1,645,967 | 9,377 | 0.00 | 0.00 | 579 | 6.58 | 03-31-2024 |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 553 | $1,641,920 | 6,963 | 0.00 | 0.00 | -2,304 | -24.86 | 03-31-2024 |
NVR INC | COM | 554 | $1,628,092 | 201 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |