Advocacy Wealth Management Services, LLC Reduced Holdings in Q3 2024

Advocacy Wealth Management Services, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-44.2K
- 12.88%
$96.84 - $108.77 $4.28M - $4.8M
299K $32.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-296K
- 5.86%
$60.84 - $67.51 $18M - $20M
4.76M $321M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-41.1K
- 25.98%
$50.63 - $51.11 $2.08M - $2.1M
117K $5.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
-39.5K
- 5.44%
$84.77 - $97.13 $3.34M - $3.83M
686K $65.7M
TFLO
Ishares Treasury Floating Rate

ETFs
-20K
- 2.21%
$50.42 - $50.66 $1.01M - $1.02M
887K $44.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.64K
- 16.25%
$100.09 - $100.69 $965K - $971K
49.7K $5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-19.6K
- 16.6%
$50.25 - $50.74 $987K - $997K
98.7K $5.01M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-19.2K
- 16.25%
$50.32 - $50.75 $969K - $977K
99.2K $5.03M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-19.5K
- 16.35%
$49.9 - $50.37 $973K - $982K
99.8K $5.01M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-13.1K
- 1.8%
$50.28 - $51.29 $661K - $674K
719K $36.8M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-5.74K
- 51.53%
$49.07 - $50.44 $282K - $290K
5.4K $272K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-9.44K
- 47.3%
$29.58 - $30.31 $279K - $286K
10.5K $318K
XLV
Select Sector Spdr Fund Health

ETFs
-1.91K
- 13.29%
$143.3 - $157.24 $274K - $301K
12.5K $1.92M
FLEE
Franklin Templeton ETF Tr

ETFs
-8.37K
- 12.71%
$28.25 - $31.27 $236K - $262K
57.5K $1.78M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.37K
- 12.4%
$83.76 - $91.82 $198K - $217K
16.7K $1.53M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-2.69K
- 12.66%
$47.12 - $51.72 $127K - $139K
18.6K $948K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.84K
- 11.36%
$57.47 - $62.76 $163K - $178K
22.1K $1.39M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-1K
- 14.32%
$51.89 - $57.3 $52K - $57.5K
6K $339K
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.1K
- 10.12%
$76.07 - $83.33 $160K - $175K
18.6K $1.55M
CARY
Angel Oak Fds Tr Income Etf(De
-32K
- 1.69%
N/A
1.86M $0
VUG
Vanguard Growth ETF

ETFs
-67
- 0.46%
$341.08 - $391.94 $22.9K - $26.3K
14.5K $5.56M
VV
Vanguard Large Cap ETF

ETFs
-65
- 0.61%
$236.92 - $263.4 $15.4K - $17.1K
10.5K $2.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.15K
- 0.76%
$75.47 - $83.18 $238K - $262K
413K $34.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.5K
- 0.55%
$33.74 - $37.96 $490K - $551K
2.64M $99M
Activity Summary
Buys All Purchases 21 New Holdings 3 Increased Positions 18 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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