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
UTG
Reaves Utility Income Fund

Financial Services
590
+ 8.91%
$30.81 - $34.99 $18.2K - $20.6K
7.21K $228K
QLV
Flexshares Us Quality Low Vola

ETFs
299
+ 4.88%
$65.2 - $68.29 $19.5K - $20.4K
6.42K $418K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
17
+ 0.31%
$100.38 - $107.86 $1.71K - $1.83K
5.56K $572K
RKT
Rocket Companies, Inc.

Financial Services
12.2K
+ 75.13%
$11.03 - $19.27 $135K - $236K
28.5K $321K
HIG
Hartford Financial Services Group, Inc.

Financial Services
282
+ 10.29%
$107.06 - $123.74 $30.2K - $34.9K
3.02K $330K
EVRG
Evergy, Inc.

Utilities
182
+ 2.55%
$59.06 - $65.0 $10.7K - $11.8K
7.32K $450K
IAUX
I 80 Gold Corp.
17.8K
New
$0.35 - $1.19 $6.24K - $21.2K
17.8K $8K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
21
+ 0.19%
$13.61 - $14.58 $286 - $306
11.2K $161K
WEC
Wec Energy Group, Inc.

Utilities
140
+ 5.56%
$92.94 - $101.82 $13K - $14.3K
2.66K $249K
PVAL
Putnam ETF Tr Putnam Focused L
875
+ 2.81%
$36.85 - $39.99 $32.2K - $35K
32.1K $1.19M
OTLY
Oatly Group Ab

Consumer Defensive
10.5K
New
$0.6 - $0.93 $6.3K - $9.77K
10.5K $6K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
99
+ 0.48%
$47.66 - $51.97 $4.72K - $5.15K
20.7K $1.01M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.58K
+ 8.35%
$11.42 - $12.5 $29.4K - $32.2K
33.4K $385K
FLRN
Spdr Bloomberg Investment Grad

ETFs
186
+ 2.01%
$30.67 - $30.84 $5.7K - $5.74K
9.42K $289K
BTI
British American Tobacco P.L.C.

Consumer Defensive
241
+ 1.71%
$34.25 - $37.94 $8.25K - $9.14K
14.4K $521K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.05%
$114.02 - $125.22 $228 - $250
3.77K $434K
UCBI
United Community Banks Inc

Financial Services
65
+ 0.77%
N/A
8.54K $250K
ORCC
Owl Rock Capital Corp

Financial Services
152
+ 0.83%
N/A
18.6K $248K
CTAS
Cintas Corp

Industrials
838
+ 12.68%
$182.7 - $226.47 $153K - $190K
7.45K $1.36M
SYK
Stryker Corp

Healthcare
8
+ 0.63%
$345.14 - $392.15 $2.76K - $3.14K
1.27K $457K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
18
+ 0.79%
$94.54 - $104.98 $1.7K - $1.89K
2.29K $218K
ELV
Elevance Health, Inc.

Healthcare
621
+ 40.94%
$365.96 - $514.62 $227K - $320K
2.14K $789K
CGMS
Capital Grp Core Plus Income E
252
+ 1.17%
N/A
21.8K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
24.9K
+ 42.26%
N/A
83.8K $0
Tidal Tr Ii
4.16K
+ 6.92%
N/A
64.2K $0
RSEE
Collaborative Invt Ser Tr Rare
669
+ 8.6%
N/A
8.45K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
802
+ 20.32%
N/A
4.75K $0
Blackrock ETF Trust Ii
3.11K
+ 24.31%
N/A
15.9K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
1.03K
+ 0.61%
N/A
170K $0
Rubrik Inc.
300
+ 2.96%
N/A
10.5K $0
American Beacon Select Funds
11.6K
+ 122.22%
N/A
21.1K $0
CGMU
Capital Group Core Plus Income
10.5K
+ 5.67%
N/A
195K $0
Dimensional ETF Trust
4.16K
+ 29.65%
N/A
18.2K $0
Bondbloxx ETF Trust
3.34K
+ 13.89%
N/A
27.4K $0
Blackrock ETF Trust Ii
5.93K
New
N/A
5.93K $0
Ishares Bitcoin Trust ETF
9.11K
New
N/A
9.11K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
3.58K
+ 14.8%
N/A
27.8K $0
Tidal Tr Ii
1.86K
+ 7.29%
N/A
27.4K $0
HIGH
Simplify Exchange Traded Fds E
114K
New
N/A
114K $0
FSCO
Fs Cr Opportunities Corp Com
1.21K
+ 1.21%
N/A
101K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
2.79K
+ 11.53%
N/A
26.9K $0
Dimensional ETF Trust
4.02K
+ 31.84%
N/A
16.7K $0
Tonix Pharmaceuticals Hldg C
10K
New
N/A
10K $0
Amplify ETF Tr
453
+ 9.51%
N/A
5.22K $0
Annaly Capital Management In
955
+ 7.58%
N/A
13.6K $0
RZG
Invesco Fd Tr S&P Smallcap 600
4.39K
New
N/A
4.39K $0
Ea Series Trust
21.7K
+ 77.65%
N/A
49.7K $0
Goldman Sachs ETF Tr
41.2K
+ 197.5%
N/A
62K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
486
+ 1.7%
N/A
29.1K $0
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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