Wealthcare Advisory Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$48.11 - $52.96 $14,433 - $15,888	-300 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$42.34 - $51.29 $12,702 - $15,387	300 New	300 $14,000

Others Institutions Holding PFI

# of Institutions

30

Shares Held

755K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$14.8 Million
1.4% of portfolio
Janney Montgomery Scott LLC

135K
Shares

$7.45 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.5K
Shares

$3.13 Million
0.0% of portfolio
Morgan Stanley New York, NY

42.4K
Shares

$2.34 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

37.2K
Shares

$2.06 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.