Wealthcare Advisory Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$101.31 - $122.44 $2,127 - $2,571	21 Added 0.95%	2,224 $227,000
Q1 2022 Apr 15, 2022	BUY	$112.99 - $126.4 $34,461 - $38,552	305 Added 16.07%	2,203 $264,000
Q4 2021 Feb 11, 2022	SELL	$115.84 - $130.08 $2,780 - $3,121	-24 Reduced 1.25%	1,898 $233,000
Q3 2021 Nov 15, 2021	BUY	$109.9 - $121.42 $211,227 - $233,369	1,922 New	1,922 $225,000
Q2 2021 Aug 16, 2021	SELL	$111.5 - $126.04 $38,021 - $42,979	-341 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$80.39 - $123.54 $27,412 - $42,127	341 New	341 $39,000
Q2 2020 Jul 29, 2020	SELL	$38.08 - $63.48 $13,289 - $22,154	-349 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$37.59 - $68.32 $4,924 - $8,949	131 Added 60.09%	349 $15,000
Q4 2019 Jan 29, 2020	BUY	$60.36 - $68.67 $13,158 - $14,970	218 New	218 $15,000

Others Institutions Holding RWJ

# of Institutions

190

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$138 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$106 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$90.5 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.33M
Shares

$63.3 Million
5.62% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$61.4 Million
0.08% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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