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 |
|---|---|---|---|---|---|---|---|---|---|
| RBB FD INC | US TREASY 2 YR | 951 | $806,743 | 16,776 | 0.00 | 0.00 | 3,161 | 23.22 | 03-31-2024 |
| APPLIED MATLS INC | COM | 952 | $806,034 | 3,908 | 0.00 | 0.00 | 250 | 6.83 | 03-31-2024 |
| ISHARES TR | SHORT TREAS BD | 953 | $804,845 | 7,281 | 0.00 | 0.00 | -73 | -0.99 | 03-31-2024 |
| PNC FINL SVCS GROUP INC | COM | 954 | $803,523 | 4,972 | 0.00 | 0.00 | 74 | 1.51 | 03-31-2024 |
