Wealthcare Advisory Partners LLC Purchases in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUN
Sunoco LP

Energy
1.37K
+ 15.43%
$50.8 - $56.82 $69.6K - $77.9K
10.3K $527K
IWN
Ishares Russell2000 Val ETF

ETFs
536
+ 3.84%
$162.69 - $181.35 $87.2K - $97.2K
14.5K $2.38M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.07K
+ 17.64%
$20.92 - $23.57 $64.2K - $72.4K
20.5K $437K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
13.1K
New
$3.8 - $4.57 $49.8K - $59.9K
13.1K $50K
SLV
I Shares Silver Trust

ETFs
7.17K
+ 10.53%
$26.33 - $31.74 $189K - $227K
75.2K $1.98M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.64K
+ 16.97%
$75.65 - $83.47 $124K - $137K
11.3K $862K
CLX
Clorox CO

Consumer Defensive
291
+ 22.4%
$156.51 - $169.74 $45.5K - $49.4K
1.59K $258K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.9K
+ 20.98%
$23.8 - $24.11 $45.2K - $45.8K
11K $262K
TT
Trane Technologies PLC

Industrials
346
+ 8.23%
$369.35 - $419.14 $128K - $145K
4.55K $1.68M
SRLN
Ssga Active Trust

ETFs
1.1K
+ 20.37%
$41.48 - $42.08 $45.8K - $46.4K
6.52K $271K
ENVX
Enovix Corp

Industrials
1.21K
+ 6.15%
$8.03 - $12.81 $9.75K - $15.6K
21K $227K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.0%
$4100.99 - $5300.34 $4.1K - $5.3K
51 $253K
VDC
Vanguard Consumer Staples ETF

ETFs
383
+ 7.08%
$210.96 - $223.62 $80.8K - $85.6K
5.79K $1.22M
MFM
Mfs Municipal Income Trust

Financial Services
9K
+ 49.37%
$5.3 - $5.75 $47.7K - $51.8K
27.2K $145K
AGNC
Agnc Investment Corp.

Real Estate
5.83K
+ 49.79%
$9.21 - $10.59 $53.7K - $61.7K
17.5K $161K
SRE
Sempra Energy

Utilities
292
+ 9.53%
$80.81 - $94.77 $23.6K - $27.7K
3.36K $294K
PPA
Invesco Exchange Traded Fd Tr

ETFs
354
+ 3.19%
$113.79 - $124.5 $40.3K - $44.1K
11.4K $1.31M
NEAR
Blackrock Short Maturity Bond

ETFs
788
+ 16.46%
$50.28 - $51.08 $39.6K - $40.3K
5.58K $281K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.71K
+ 6.54%
$41.17 - $43.34 $112K - $118K
44.2K $1.83M
LHX
L3 Harris Technologies, Inc.

Industrials
297
+ 29.38%
$208.94 - $264.22 $62.1K - $78.5K
1.31K $275K
IWR
Ishares Russell Mid Cap ETF

ETFs
325
+ 1.4%
$87.25 - $95.52 $28.4K - $31K
23.6K $2.08M
EDOW
First Tr Exchange Traded Fd

ETFs
355
+ 0.56%
$35.29 - $38.02 $12.5K - $13.5K
63.2K $2.3M
GWW
W.W. Grainger, Inc.

Industrials
27
+ 6.51%
$1023.06 - $1220.93 $27.6K - $33K
442 $465K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.31K
+ 13.55%
$21.66 - $22.69 $49.9K - $52.3K
19.3K $420K
DVY
Ishares Tr

ETFs
1.01K
+ 3.82%
$129.55 - $143.41 $131K - $145K
27.6K $3.62M
ARCC
Ares Capital Corp

Financial Services
964
+ 7.78%
$20.74 - $22.27 $20K - $21.5K
13.4K $292K
DTE
Dte Energy CO

Utilities
399
+ 18.86%
$117.04 - $129.77 $46.7K - $51.8K
2.52K $303K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 1.16%
$473.15 - $574.01 $2.37K - $2.87K
437 $232K
UBSI
United Bankshares Inc

Financial Services
58
+ 0.1%
$35.53 - $43.29 $2.06K - $2.51K
57.3K $2.15M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.18K
+ 2.42%
$28.96 - $31.91 $34.1K - $37.6K
49.8K $1.45M
PKG
Packaging Corp Of America

Consumer Cyclical
27
+ 1.34%
$211.98 - $248.85 $5.72K - $6.72K
2.04K $460K
RF
Regions Financial Corp

Financial Services
529
+ 0.75%
$22.45 - $27.47 $11.9K - $14.5K
70.8K $1.67M
LNC
Lincoln National Corp

Financial Services
602
+ 2.09%
$30.46 - $36.84 $18.3K - $22.2K
29.4K $933K
IHE
Ishares Tr

ETFs
675
+ 14.99%
$65.15 - $71.86 $44K - $48.5K
5.18K $340K
CMF
Ishares California Muni Bond E

ETFs
682
+ 3.54%
$56.66 - $58.1 $38.6K - $39.6K
19.9K $1.14M
CBSH
Commerce Bancshares Inc

Financial Services
187
+ 5.28%
$57.04 - $74.36 $10.7K - $13.9K
3.73K $232K
ACI
Albertsons Companies, Inc.

Consumer Defensive
6
+ 0.03%
$18.01 - $19.92 $108 - $120
18.2K $356K
XYLD
Global X Fds S&P 500 Covered C

ETFs
429
+ 7.1%
$40.86 - $43.42 $17.5K - $18.6K
6.47K $271K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.12K
+ 12.06%
$19.47 - $20.95 $41.2K - $44.4K
19.7K $383K
BSX
Boston Scientific Corp

Healthcare
29
+ 1.0%
$83.62 - $91.5 $2.42K - $2.65K
2.92K $260K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.34K
+ 3.88%
$18.59 - $18.8 $24.9K - $25.2K
35.9K $668K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
873
+ 1.56%
$23.02 - $23.23 $20.1K - $20.3K
57K $1.31M
JSML
Janus Detroit Str Tr Henderson

ETFs
255
+ 7.17%
$63.67 - $73.6 $16.2K - $18.8K
3.81K $249K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
640
+ 7.42%
$55.73 - $61.23 $35.7K - $39.2K
9.26K $523K
O
Realty Income Corp

Real Estate
3.41K
+ 20.33%
$51.76 - $64.71 $177K - $221K
20.2K $1.08M
CGXU
Capital Group Intl Focus Equit

ETFs
19.2K
+ 9.63%
$24.67 - $26.94 $474K - $518K
219K $5.4M
USA
Liberty All Star Equity Fund

Financial Services
2.39K
+ 15.83%
$6.82 - $7.46 $16.3K - $17.9K
17.5K $121K
IAU
Ishares Gold Trust

ETFs
357
+ 1.68%
$48.37 - $52.65 $17.3K - $18.8K
21.6K $1.07M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
855
+ 16.04%
$34.74 - $38.36 $29.7K - $32.8K
6.19K $216K
Activity Summary
Buys All Purchases 486 New Holdings 70 Increased Positions 416 Sells All Sells 378 Reductions 378 Sold out 0 Options Calls 0 Puts 0
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