Wealthcare Advisory Partners LLC
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $786,596 | 36,182 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $788,256 | 36,629 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $782,483 | 36,616 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $832,793 | 36,510 | Shares | Sole | 2025-04-15 |
| 2024-09-30 | $1,289,778 | 55,546 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $1,323,505 | 56,057 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,230,066 | 53,342 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $1,108,016 | 53,709 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $1,092,142 | 47,238 | Shares | Sole | 2023-10-12 |
| 2023-06-30 | $983,224 | 47,225 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $1,062,417 | 51,674 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $1,132,052 | 51,929 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,029,395 | 52,898 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,013,335 | 52,046 | Shares | Sole | 2022-08-15 |