Wealthcare Advisory Partners LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$34.85 - $40.74 $189,932 - $222,033	5,450 New	5,450 $222,000
Q2 2022 Aug 15, 2022	SELL	$30.8 - $41.67 $167,860 - $227,101	-5,450 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$39.37 - $44.66 $56,102 - $63,640	-1,425 Reduced 20.73%	5,450 $0
Q2 2021 Aug 16, 2021	SELL	$35.83 - $39.61 $8,957 - $9,902	-250 Reduced 3.51%	6,875 $272,000
Q1 2021 Apr 30, 2021	SELL	$33.95 - $37.41 $8,657 - $9,539	-255 Reduced 3.46%	7,125 $254,000
Q4 2020 Feb 12, 2021	BUY	$30.76 - $35.32 $3,845 - $4,415	125 Added 1.72%	7,380 $261,000
Q3 2020 Oct 29, 2020	BUY	$28.42 - $34.62 $206,187 - $251,168	7,255 New	7,255 $231,000
Q2 2020 Jul 29, 2020	SELL	$21.13 - $28.36 $115,158 - $154,562	-5,450 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-50 Reduced 0.91%	5,450 $121,000
Q2 2018 Aug 14, 2018	BUY	N/A	5,500 New	5,500 $111,000

Others Institutions Holding TMFC

# of Institutions

111

Shares Held

8.87M

Call Options Held

1.1K

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

4.94M
Shares

$306 Million
0.27% of portfolio
Amplius Wealth Advisors, LLC

741K
Shares

$46 Million
5.12% of portfolio
Lpl Financial LLC Fort Mill, SC

542K
Shares

$33.6 Million
0.01% of portfolio
Portfolio Strategies, Inc.

418K
Shares

$25.9 Million
3.19% of portfolio
Royal Bank Of Canada Toronto, A6

255K
Shares

$15.8 Million
0.0% of portfolio

About RBB RF INC MOTLEY FOOL 100 IND

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