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
BONDBLOXX ETF TRUST BLOOMBERG FVE YR 851 $939,882 19,379 0.00 19,379 +Inf 03-31-2024
BONDBLOXX ETF TRUST BLOOMBERG THREE 852 $938,686 19,198 0.00 19,198 +Inf 03-31-2024
UBER TECHNOLOGIES INC COM 853 $935,198 12,147 0.00 0.00 -1,319 -9.80 03-31-2024
GOLDMAN SACHS GROUP INC COM 854 $934,605 2,238 0.00 0.00 304 15.72 03-31-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6