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

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 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

168

Shares Held

47.7M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

24.6M
Shares

$498 Million
0.1% of portfolio
Brinker Capital Investments, LLC

2.82M
Shares

$57.2 Million
0.99% of portfolio
Victory Capital Management Inc

2.55M
Shares

$51.8 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.25M
Shares

$45.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.23M
Shares

$45.3 Million
0.01% of portfolio

About INVESCO ETF TR II FTSE RAFI EM

Ticker PXH
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.