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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 651 | $1,345,156 | 3,218 | 0.00 | 0.00 | 141 | 4.58 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 652 | $1,335,053 | 24,528 | 0.00 | 0.00 | 434 | 1.80 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 653 | $1,331,965 | 26,251 | 0.00 | 0.00 | 20,695 | 372.48 | 03-31-2024 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 654 | $1,328,632 | 6,968 | 0.00 | 0.00 | -164 | -2.30 | 03-31-2024 |
