WEALTHCARE CAPITAL MANAGEMENT LLC
Holdings in IVZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,096,777 | 498,545 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $12,193,642 | 531,545 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $8,902,874 | 564,545 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $9,064,757 | 597,545 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $11,021,926 | 630,545 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $11,651,850 | 663,545 | Shares | Sole | 2024-11-04 |