Advocacy Wealth Management Services, LLC Closed Holding Positions

Advocacy Wealth Management Services, LLC

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QCOM
Qualcomm Inc

Technology
Q2 2022 Filed on Jul 06, 2022
11
$120.09 - $153.81 $1.32K - $1.69K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
36
$24.0 - $32.91 $864 - $1.18K
VZ
Verizon Communications Inc

Communication Services
Q2 2022 Filed on Jul 06, 2022
23
$46.23 - $55.01 $1.06K - $1.27K
AFG
American Financial Group Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
9
$129.47 - $149.1 $1.17K - $1.34K
TRI
Thomson Reuters Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
14
$92.58 - $109.06 $1.3K - $1.53K
PRU
Prudential Financial Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
10
$91.33 - $121.06 $913 - $1.21K
OXY
Occidental Petroleum Corp

Energy
Q2 2022 Filed on Jul 06, 2022
8
$54.82 - $70.86 $439 - $567
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Jul 06, 2022
25
$37.43 - $49.33 $936 - $1.23K
IVZ
Invesco Ltd.

Financial Services
Q2 2022 Filed on Jul 06, 2022
16
$15.93 - $23.31 $255 - $373
MET
Metlife Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
11
$60.87 - $72.44 $670 - $797
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
10
$12.53 - $18.1 $125 - $181
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
31
$113.44 - $123.09 $3.52K - $3.82K
VTRS
Viatris Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
4
$9.95 - $12.27 $39.8 - $49.1
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
9
$90.7 - $106.19 $816 - $956
IAA
Iaa, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
10
$32.73 - $39.23 $327 - $392
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
17
$31.42 - $43.18 $534 - $734
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 06, 2022
38
$33.61 - $49.08 $1.28K - $1.87K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 06, 2022
36
$69.08 - $83.54 $2.49K - $3.01K
PJT
Pjt Partners Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
1
$61.53 - $78.48 $61.5 - $78.5
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q2 2022 Filed on Jul 06, 2022
280
$21.14 - $28.77 $5.92K - $8.06K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q2 2022 Filed on Jul 06, 2022
200
$12.46 - $16.83 $2.49K - $3.37K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
12
$144.34 - $178.7 $1.73K - $2.14K
MMLP
Martin Midstream Partners L.P.

Energy
Q2 2022 Filed on Jul 06, 2022
65
$3.63 - $5.74 $236 - $373
SOCL
Global X Fds Global X Social M

ETFs
Q2 2022 Filed on Jul 06, 2022
27
$32.94 - $45.58 $889 - $1.23K
SPH
Suburban Propane Partners LP

Utilities
Q2 2022 Filed on Jul 06, 2022
51
$14.59 - $17.55 $744 - $895
BX
Blackstone Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
42
$89.68 - $130.57 $3.77K - $5.48K
IETC
Ishares U S ETF Tr

ETFs
Q2 2022 Filed on Jul 06, 2022
88
$40.96 - $56.36 $3.6K - $4.96K
HEP
Holly Energy Partners LP

Energy
Q2 2022 Filed on Jul 06, 2022
54
$15.8 - $20.0 $853 - $1.08K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q2 2022 Filed on Jul 06, 2022
300
$9.68 - $11.9 $2.9K - $3.57K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2022 Filed on Jul 06, 2022
300
$7.65 - $9.81 $2.3K - $2.94K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
333
$8.88 - $10.52 $2.96K - $3.5K
OKE
Oneok Inc

Energy
Q2 2022 Filed on Jul 06, 2022
45
$53.31 - $73.62 $2.4K - $3.31K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
39
$17.92 - $21.32 $699 - $831
AFL
Aflac Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
20
$53.01 - $66.62 $1.06K - $1.33K
AMP
Ameriprise Financial Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
7
$235.1 - $300.84 $1.65K - $2.11K
OXYWS
Occidental Pete Corp Wt Exp 08
Q2 2022 Filed on Jul 06, 2022
1
N/A
ETN
Eaton Corp PLC

Industrials
Q2 2022 Filed on Jul 06, 2022
13
$125.52 - $151.81 $1.63K - $1.97K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
Q2 2022 Filed on Jul 06, 2022
300
$14.87 - $18.18 $4.46K - $5.45K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Jul 06, 2022
56
$44.6 - $58.78 $2.5K - $3.29K
IBM
International Business Machines Corp

Technology
Q2 2022 Filed on Jul 06, 2022
2
$125.98 - $142.88 $252 - $286
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Jul 06, 2022
89
$37.64 - $48.83 $3.35K - $4.35K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 06, 2022
304
$81.27 - $102.58 $24.7K - $31.2K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2022 Filed on Jul 06, 2022
93
$39.7 - $46.11 $3.69K - $4.29K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 06, 2022
141
$31.92 - $38.05 $4.5K - $5.37K
GE
General Electric CO

Industrials
Q2 2022 Filed on Jul 06, 2022
5
$63.67 - $92.49 $318 - $462
OGN
Organon & Co.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$31.66 - $38.9 $63.3 - $77.8
SLVM
Sylvamo Corp

Basic Materials
Q2 2022 Filed on Jul 06, 2022
1
$31.92 - $51.97 $31.9 - $52
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2022 Filed on Jul 06, 2022
113
$108.81 - $132.38 $12.3K - $15K
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
29
$64.68 - $79.93 $1.88K - $2.32K
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