Wealthcare Capital Management LLC Invesco S&P Smallcap Informati Transaction History
Wealthcare Capital Management LLC
- $962 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding PSCT
# of Institutions
103Shares Held
2.02MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC296KShares$13.6 Million0.0% of portfolio
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Morgan Stanley New York, NY242KShares$11.1 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY164KShares$7.55 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA97.3KShares$4.48 Million0.0% of portfolio
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Narus Financial Partners, LLC Salt Lake City, UT97KShares$4.46 Million1.32% of portfolio