Wealthcare Advisory Partners LLC Closed Holding Positions

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
4,222
$23.49 - $25.68 $99.2K - $108K
HUBS
Hubspot Inc

Technology
Q2 2021 Filed on Aug 16, 2021
211
$472.71 - $596.44 $99.7K - $126K
IGOV
Ishares 1 3 International Trea

ETFs
Q2 2021 Filed on Aug 16, 2021
207
$52.2 - $53.64 $10.8K - $11.1K
INGR
Ingredion Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
12
$89.99 - $97.59 $1.08K - $1.17K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
172
$198.06 - $246.77 $34.1K - $42.4K
IT
Gartner Inc

Technology
Q2 2021 Filed on Aug 16, 2021
28
$186.6 - $243.19 $5.22K - $6.81K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
715
$9.54 - $10.02 $6.82K - $7.16K
LFUS
Littelfuse Inc

Technology
Q2 2021 Filed on Aug 16, 2021
2
$239.01 - $278.77 $478 - $558
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
49
$87.08 - $115.36 $4.27K - $5.65K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q2 2021 Filed on Aug 16, 2021
389
$79.88 - $86.4 $31.1K - $33.6K
MIDD
Middleby Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
75
$160.25 - $183.3 $12K - $13.7K
MKL
Markel Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
2
$1155.0 - $1248.87 $2.31K - $2.5K
MKSI
Mks Instruments Inc

Technology
Q2 2021 Filed on Aug 16, 2021
217
$165.96 - $196.86 $36K - $42.7K
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
1
$432.89 - $539.68 $433 - $540
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2021 Filed on Aug 16, 2021
84
$333.88 - $378.28 $28K - $31.8K
MMS
Maximus, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
29
$86.72 - $95.73 $2.51K - $2.78K
MTDR
Matador Resources CO

Energy
Q2 2021 Filed on Aug 16, 2021
150
$22.8 - $37.02 $3.42K - $5.55K
NTNX
Nutanix, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
600
$26.47 - $39.95 $15.9K - $24K
Proofpoint Inc
Q2 2021 Filed on Aug 16, 2021
115
N/A
PRIM
Primoris Services Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
402
$29.01 - $35.32 $11.7K - $14.2K
PSTG
Pure Storage, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
100
$17.03 - $22.1 $1.7K - $2.21K
RGA
Reinsurance Group Of America Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
113
$112.61 - $134.43 $12.7K - $15.2K
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
3
$22.23 - $59.26 $66.7 - $178
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
3,137
$17.13 - $18.57 $53.7K - $58.3K
RNDV
First Tr Vi Us Equity Divid Se
Q2 2021 Filed on Aug 16, 2021
2,369
N/A
SAN
Banco Santander, S.A.

Financial Services
Q2 2021 Filed on Aug 16, 2021
6
$3.37 - $4.28 $20.2 - $25.7
SEE
Sealed Air Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
191
$45.21 - $59.25 $8.64K - $11.3K
SEIC
Sei Investments CO

Financial Services
Q2 2021 Filed on Aug 16, 2021
537
$56.08 - $64.45 $30.1K - $34.6K
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
19
$152.43 - $177.6 $2.9K - $3.37K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2021 Filed on Aug 16, 2021
1,758
$88.83 - $95.54 $156K - $168K
TDG
Trans Digm Group Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
36
$578.24 - $682.63 $20.8K - $24.6K
TEF
Telefonica S A

Communication Services
Q2 2021 Filed on Aug 16, 2021
60
$4.46 - $5.16 $268 - $310
THO
Thor Industries Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
134
$104.35 - $146.76 $14K - $19.7K
TRMB
Trimble Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
15
$73.84 - $84.12 $1.11K - $1.26K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
200
$20.28 - $28.75 $4.06K - $5.75K
Varian Medical Systems
Q2 2021 Filed on Aug 16, 2021
22
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2021 Filed on Aug 16, 2021
170
$56.02 - $60.85 $9.52K - $10.3K
WRB
Berkley W R Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
112
$48.49 - $54.3 $5.43K - $6.08K
WSR
Whitestone Reit

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,597
$8.08 - $9.96 $12.9K - $15.9K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
82
$284.77 - $363.2 $23.4K - $29.8K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
15
$55.79 - $59.14 $837 - $887
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
3,839
$18.43 - $19.77 $70.8K - $75.9K
ALE
Allete Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
195
$66.54 - $71.41 $13K - $13.9K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
206
$38.65 - $45.58 $7.96K - $9.39K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q2 2021 Filed on Aug 16, 2021
331
$34.71 - $43.74 $11.5K - $14.5K
BOH
Bank Of Hawaii Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
134
$81.32 - $94.89 $10.9K - $12.7K
CASA
Casa Systems Inc

Technology
Q2 2021 Filed on Aug 16, 2021
1,100
$7.8 - $9.9 $8.58K - $10.9K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
850
$45.2 - $50.55 $38.4K - $43K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
661
$16.3 - $17.44 $10.8K - $11.5K
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