Skip to main content

Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

PMM holding history

Franklin Managed Municipal Income Trust in every 13F filed by Wealthcare Advisory Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PMM overviewAll 13F holders of PMMFull Q2 2026 holdings

Shares (Q2 2026)
12,018
Value
$78.6K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of PMM by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,018$78.6K<0.1%00.0%UnchangedHolders
Q1 202612,018$73.9K<0.1%00.0%UnchangedHolders
Q4 202512,018$75.4K<0.1%00.0%UnchangedHolders
Q3 202512,018$72.6K<0.1%00.0%UnchangedHolders
Q2 202512,018$71.9K<0.1%+12,018NewHolders
Q1 20230$00.0%−12,018−100.0%Sold outHolders
Q4 202212,018$75.5K<0.1%00.0%UnchangedHolders
Q3 202212,018$68.0K<0.1%00.0%UnchangedHolders
Q2 202212,018$80.0K<0.1%00.0%UnchangedHolders
Q1 202212,018$85.0K<0.1%00.0%UnchangedHolders
Q4 202112,018$105.0K<0.1%00.0%UnchangedHolders
Q3 202112,018$100.0K<0.1%00.0%UnchangedHolders
Q2 202112,018$105.0K<0.1%−2,925−19.6%ReducedHolders
Q1 202114,943$122.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.