Wealthcare Advisory Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$15.84 - $18.28 $33,422 - $38,570	-2,110 Reduced 10.08%	18,813 $334,000
Q3 2022 Nov 14, 2022	BUY	$16.39 - $19.44 $37,582 - $44,575	2,293 Added 12.31%	20,923 $343,000
Q2 2022 Aug 15, 2022	SELL	$18.82 - $23.76 $87,908 - $110,982	-4,671 Reduced 20.05%	18,630 $351,000
Q1 2022 Apr 15, 2022	BUY	$22.26 - $25.8 $518,680 - $601,165	23,301 New	23,301 $544,000
Q2 2021 Aug 16, 2021	SELL	$23.35 - $27.35 $6,421 - $7,521	-275 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$23.03 - $26.43 $6,333 - $7,268	275 New	275 $7,000
Q2 2020 Jul 29, 2020	SELL	$14.08 - $18.06 $3,872 - $4,966	-275 Closed	0 $0
Q2 2019 Jul 30, 2019	SELL	$15.94 - $17.73 $1,753 - $1,950	-110 Reduced 28.57%	275 $5,000
Q2 2018 Aug 14, 2018	BUY	$19.3 - $22.12 $7,430 - $8,516	385 New	385 $8,000

Others Institutions Holding PIE

# of Institutions

66

Shares Held

3.91M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

558K
Shares

$11.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

432K
Shares

$8.79 Million
0.01% of portfolio
Morgan Stanley New York, NY

354K
Shares

$7.19 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

277K
Shares

$5.64 Million
0.77% of portfolio
Maltin Wealth Management, Inc.

275K
Shares

$5.59 Million
3.54% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PIE
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.