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 |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 801 | $1,011,398 | 4,175 | 0.00 | 0.00 | -1,555 | -27.14 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 802 | $1,011,085 | 24,721 | 0.00 | 0.00 | 7,549 | 43.96 | 03-31-2024 |
| ISHARES TR | S&P SML 600 GWT | 803 | $1,006,964 | 7,703 | 0.00 | 0.00 | 5,567 | 260.63 | 03-31-2024 |
| EBAY INC. | COM | 804 | $1,005,949 | 19,059 | 0.00 | 19,059 | +Inf | 03-31-2024 |
