Wealthcare Advisory Partners LLC Buys SPDR Russell 1000 ETF, SPDR Portfolio S&P 1500 Composite Stock Market, iShares National Muni Bond

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Apr 29, 2020
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Investment company Wealthcare Advisory Partners LLC (Current Portfolio) buys SPDR Russell 1000 ETF, SPDR Portfolio S&P 1500 Composite Stock Market, iShares National Muni Bond, iShares Core S&P Mid-Cap, SPDR Portfolio S&P 600 Small Cap during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Wealthcare Advisory Partners LLC. As of 2020Q1, Wealthcare Advisory Partners LLC owns 1387 stocks with a total value of $643 million. These are the details of the buys and sells.

For the details of Wealthcare Advisory Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthcare+advisory+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Wealthcare Advisory Partners LLC
  1. SPDR Russell 1000 ETF (ELR) - 2,688,022 shares, 12.64% of the total portfolio. New Position
  2. SPDR Portfolio S&P 1500 Composite Stock Market (SPTM) - 940,926 shares, 4.60% of the total portfolio. New Position
  3. iShares National Muni Bond (MUB) - 261,489 shares, 4.59% of the total portfolio. New Position
  4. iShares Core S&P Mid-Cap (IJH) - 194,503 shares, 4.35% of the total portfolio. New Position
  5. SPDR Portfolio S&P 600 Small Cap (SPSM) - 1,275,346 shares, 4.33% of the total portfolio. New Position
New Purchase: SPDR Russell 1000 ETF (ELR)

Wealthcare Advisory Partners LLC initiated holding in SPDR Russell 1000 ETF. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 12.64%. The holding were 2,688,022 shares as of .

New Purchase: SPDR Portfolio S&P 1500 Composite Stock Market (SPTM)

Wealthcare Advisory Partners LLC initiated holding in SPDR Portfolio S&P 1500 Composite Stock Market. The purchase prices were between $27.12 and $41.81, with an estimated average price of $37.92. The stock is now traded at around $36.02. The impact to a portfolio due to this purchase was 4.6%. The holding were 940,926 shares as of .

New Purchase: iShares National Muni Bond (MUB)

Wealthcare Advisory Partners LLC initiated holding in iShares National Muni Bond. The purchase prices were between $101.52 and $117.61, with an estimated average price of $114.37. The stock is now traded at around $111.30. The impact to a portfolio due to this purchase was 4.59%. The holding were 261,489 shares as of .

New Purchase: iShares Core S&P Mid-Cap (IJH)

Wealthcare Advisory Partners LLC initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $170.14. The impact to a portfolio due to this purchase was 4.35%. The holding were 194,503 shares as of .

New Purchase: SPDR Portfolio S&P 600 Small Cap (SPSM)

Wealthcare Advisory Partners LLC initiated holding in SPDR Portfolio S&P 600 Small Cap. The purchase prices were between $18.96 and $33.37, with an estimated average price of $29.32. The stock is now traded at around $25.81. The impact to a portfolio due to this purchase was 4.33%. The holding were 1,275,346 shares as of .

New Purchase: Vanguard Total Stock Market (VTI)

Wealthcare Advisory Partners LLC initiated holding in Vanguard Total Stock Market. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $148.27. The impact to a portfolio due to this purchase was 3.55%. The holding were 177,341 shares as of .



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