Wealthcare Advisory Partners LLC Vaneck Short High Yield Muni E 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 2024 Aug 09, 2024	SELL	$22.07 - $22.42 $2.04 Million - $2.07 Million	-92,377 Reduced 85.01%	16,284 $364,000
Q1 2024 Apr 15, 2024	BUY	$21.94 - $22.41 $97,918 - $100,015	4,463 Added 4.28%	108,661 $2.44 Million
Q4 2023 Feb 06, 2024	BUY	$21.31 - $22.2 $320,225 - $333,599	15,027 Added 16.85%	104,198 $2.31 Million
Q3 2023 Oct 12, 2023	SELL	$21.6 - $22.39 $50,025 - $51,855	-2,316 Reduced 2.53%	89,171 $1.93 Million
Q2 2023 Jul 17, 2023	BUY	$21.88 - $22.59 $451,778 - $466,438	20,648 Added 29.15%	91,487 $2.04 Million
Q1 2023 May 04, 2023	BUY	$22.03 - $22.73 $273,656 - $282,352	12,422 Added 21.26%	70,839 $1.58 Million
Q4 2022 Feb 13, 2023	BUY	$21.49 - $22.6 $376,784 - $396,245	17,533 Added 42.88%	58,417 $1.3 Million
Q3 2022 Nov 14, 2022	BUY	$21.73 - $23.18 $888,409 - $947,691	40,884 New	40,884 $890,000

Others Institutions Holding SHYD

# of Institutions

124

Shares Held

8.99M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.41M
Shares

$31.9 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.36M
Shares

$30.8 Million
0.07% of portfolio
Morgan Stanley New York, NY

902K
Shares

$20.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$16.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$9.3 Million
0.0% of portfolio

About VANECK SHORT HIGH YIELD MUNI E

Ticker SHYD
Sector ETFs
Industry ETFs

More about SHYD

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.