Wealthcare Advisory Partners LLC Sells in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-1.31K
- 23.96%
$92.58 - $93.71 $121K - $123K
4.16K $385K
CION
Cion Investment Corp

Financial Services
-9.25K
- 25.61%
$11.25 - $12.08 $104K - $112K
26.9K $306K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.38K
- 16.97%
$87.42 - $98.06 $120K - $135K
6.74K $602K
WTRG
Essential Utilities, Inc.

Utilities
-1.78K
- 7.09%
$36.18 - $40.55 $64.5K - $72.3K
23.4K $849K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.51K
- 6.2%
$124.26 - $134.12 $187K - $202K
22.8K $2.93M
CMBS
Ishares Cmbs ETF

ETFs
-2.26K
- 27.95%
$47.09 - $48.64 $106K - $110K
5.83K $275K
MPC
Marathon Petroleum Corp

Energy
-161
- 3.93%
$131.65 - $174.84 $21.2K - $28.1K
3.93K $548K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-718
- 3.42%
$88.59 - $94.57 $63.6K - $67.9K
20.2K $1.8M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.92K
- 2.81%
$33.7 - $37.69 $98.5K - $110K
101K $3.48M
MNA
Iq Merger Arbitrage ETF

ETFs
-3.47K
- 20.94%
$32.6 - $33.04 $113K - $115K
13.1K $431K
PHYS
Sprott Physical Gold Trust

Financial Services
-3.92K
- 3.08%
$19.66 - $21.66 $77.1K - $85K
123K $2.49M
FDX
Fedex Corp

Industrials
-465
- 18.0%
$260.5 - $305.15 $121K - $142K
2.12K $596K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-11
- 3.69%
$701.85 - $1046.91 $7.72K - $11.5K
287 $204K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-90
- 0.18%
$20.55 - $23.26 $1.85K - $2.09K
49.5K $1.04M
MELI
Mercadolibre Inc

Consumer Cyclical
-12
- 5.15%
$1666.0 - $2117.3 $20K - $25.4K
221 $375K
DOW
Dow Inc.

Basic Materials
-36
- 0.52%
$39.1 - $55.34 $1.41K - $1.99K
6.86K $275K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-213
- 0.22%
$25.25 - $26.34 $5.38K - $5.61K
98.7K $2.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.58K
- 10.88%
$63.58 - $71.15 $100K - $112K
12.9K $840K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.5K
- 3.88%
$28.88 - $29.33 $72.2K - $73.4K
62K $1.8M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-714
- 18.83%
$108.6 - $115.42 $77.5K - $82.4K
3.08K $336K
PHM
Pultegroup Inc

Consumer Cyclical
-209
- 9.73%
$108.86 - $149.04 $22.8K - $31.1K
1.94K $211K
ED
Consolidated Edison Inc

Utilities
-521
- 16.15%
$88.87 - $107.38 $46.3K - $55.9K
2.71K $241K
IVE
Ishares S&P 500 Value ETF

ETFs
-206
- 2.4%
$189.5 - $206.17 $39K - $42.5K
8.38K $1.6M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-5.59K
- 19.56%
$9.56 - $10.96 $53.4K - $61.2K
23K $221K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-2.44K
- 20.69%
$26.16 - $29.13 $63.9K - $71.1K
9.36K $245K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-150
- 0.58%
$30.42 - $36.45 $4.56K - $5.47K
25.9K $824K
VPU
Vanguard Utilities ETF

ETFs
-412
- 20.7%
$160.52 - $179.11 $66.1K - $73.8K
1.58K $257K
ADI
Analog Devices Inc

Technology
-50
- 1.14%
$206.35 - $236.48 $10.3K - $11.8K
4.35K $924K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-461
- 23.06%
$201.32 - $217.44 $92.8K - $100K
1.54K $318K
TROW
Price T Rowe Group Inc

Financial Services
-969
- 18.03%
$106.48 - $124.69 $103K - $121K
4.41K $498K
TD
Toronto Dominion Bank

Financial Services
-576
- 11.25%
$51.56 - $63.8 $29.7K - $36.7K
4.54K $241K
DSL
Double Line Income Solutions Fund

Financial Services
-2.81K
- 2.55%
$12.32 - $13.0 $34.6K - $36.5K
107K $1.35M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.46K
- 2.43%
$23.63 - $26.47 $34.6K - $38.8K
58.8K $1.4M
PLD
Prologis, Inc.

Real Estate
-196
- 7.26%
$101.4 - $126.96 $19.9K - $24.9K
2.5K $264K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-281
- 0.41%
$48.33 - $49.08 $13.6K - $13.8K
68.2K $3.3M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-581
- 8.04%
$75.72 - $88.37 $44K - $51.3K
6.65K $503K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-678
- 22.1%
$91.94 - $100.02 $62.3K - $67.8K
2.39K $221K
NVS
Novartis Ag

Healthcare
-185
- 6.22%
$96.78 - $117.18 $17.9K - $21.7K
2.79K $271K
KMB
Kimberly Clark Corp

Consumer Defensive
-186
- 4.69%
$130.37 - $146.09 $24.2K - $27.2K
3.78K $494K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-299
- 6.12%
$89.81 - $104.0 $26.9K - $31.1K
4.59K $413K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-316
- 0.52%
$32.65 - $33.68 $10.3K - $10.6K
59.9K $1.96M
GLDM
World Gold Trust

ETFs
-1.13K
- 1.88%
$50.76 - $55.23 $57.1K - $62.1K
58.8K $3.06M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-6.13K
- 6.91%
$7.83 - $8.16 $48K - $50K
82.6K $649K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
-5.52K
- 31.51%
$8.85 - $11.25 $48.8K - $62K
12K $106K
INTU
Intuit Inc

Technology
-111
- 14.38%
$602.01 - $706.25 $66.8K - $78.4K
661 $415K
ABT
Abbott Laboratories

Healthcare
-465
- 3.65%
$111.93 - $119.39 $52K - $55.5K
12.3K $1.39M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-660
- 1.56%
$48.48 - $49.47 $32K - $32.7K
41.7K $2.03M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.34K
- 19.9%
$42.33 - $43.3 $56.8K - $58.2K
5.41K $230K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-554
- 14.51%
$70.1 - $76.53 $38.8K - $42.4K
3.27K $230K
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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