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Wealthstreet Investment Advisors’s INNOVATE Corp VATE Stock Holding History

Wealthstreet Investment Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,987
Closed -$207K – 349
2018
Q4 		$207K Hold
5,987
– – 0.03% 311
2018
Q3 		$366K Buy
+5,987
New +$359K 0.05% 267

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JG
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MIM
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Vanguard Group
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BlackRock
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JP Morgan Chase
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
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TA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return