Wealthcare Advisory Partners LLC Invesco ETF Tr Ii Ftse Rafi Em Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$22.26 - $24.3 $51,754 - $56,497	-2,325 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$21.21 - $23.26 $49,313 - $54,079	2,325 New	2,325 $52,000
Q2 2020 Jul 29, 2020	SELL	$14.93 - $18.57 $14,930 - $18,570	-1,000 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$19.74 - $22.3 $84,625 - $95,600	-4,287 Reduced 81.09%	1,000 $22,000
Q3 2019 Oct 17, 2019	SELL	$19.32 - $21.92 $32,476 - $36,847	-1,681 Reduced 24.12%	5,287 $106,000
Q2 2019 Jul 30, 2019	BUY	$20.2 - $22.18 $120,553 - $132,370	5,968 Added 596.8%	6,968 $151,000
Q3 2018 Nov 14, 2018	BUY	$20.31 - $21.86 $10,155 - $10,930	500 Added 100.0%	1,000 $21,000
Q2 2018 Aug 14, 2018	BUY	$20.14 - $23.43 $10,070 - $11,715	500 New	500 $10,000

Others Institutions Holding PXH

# of Institutions

175

Shares Held

51.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

24.9M
Shares

$504 Million
0.1% of portfolio
Brinker Capital Investments, LLC

2.82M
Shares

$57.2 Million
0.99% of portfolio
Bank Of America Corp Charlotte, NC

2.65M
Shares

$53.6 Million
0.0% of portfolio
Victory Capital Management Inc

2.55M
Shares

$51.8 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.31M
Shares

$46.7 Million
0.01% of portfolio

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