Wealthcare Advisory Partners LLC Invesco Vrdo Tax Free ETF Transaction History

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Invesco Vrdo Tax Free ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 47,204 shares of PVI stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
47,204
Previous 42,876 10.09%
Holding current value
$1.17 Million
Previous $1.06 Million 10.58%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$24.73 - $24.89 $107,031 - $107,723
4,328 Added 10.09%
47,204 $1.17 Million
Q4 2024

Jan 15, 2025
BUY
$24.71 - $25.05 $87,102 - $88,301
3,525 Added 8.96%
42,876 $1.06 Million
Q3 2024

Nov 04, 2024
SELL
$24.77 - $24.9 $6,613 - $6,648
-267 Reduced 0.67%
39,351 $978,000
Q2 2024

Aug 09, 2024
BUY
$24.75 - $24.87 $8,811 - $8,853
356 Added 0.91%
39,618 $982,000
Q1 2024

Apr 15, 2024
SELL
$24.74 - $24.88 $125,209 - $125,917
-5,061 Reduced 11.42%
39,262 $973,000
Q4 2023

Feb 06, 2024
SELL
$24.74 - $24.9 $76,916 - $77,414
-3,109 Reduced 6.55%
44,323 $1.1 Million
Q3 2023

Oct 12, 2023
SELL
$24.79 - $24.94 $273,731 - $275,387
-11,042 Reduced 18.88%
47,432 $1.18 Million
Q2 2023

Jul 17, 2023
BUY
$24.85 - $25.01 $144,353 - $145,283
5,809 Added 11.03%
58,474 $1.46 Million
Q1 2023

May 04, 2023
BUY
$24.92 - $24.99 $1.31 Million - $1.32 Million
52,665 New
52,665 $1.31 Million

Others Institutions Holding PVI

# of Institutions
29
Shares Held
555K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO VRDO TAX-FREE ETF

PVI Quotes by TradingView
  • Ticker PVI
  • Sector ETFs
  • Industry ETFs
More about PVI
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email