Advocacy Wealth Management Services, LLC Closed Holding Positions

Advocacy Wealth Management Services, LLC

  • $1.22 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2022 Filed on Jul 06, 2022
360
$45.73 - $49.5 $16.5K - $17.8K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Jul 06, 2022
30
$88.4 - $105.81 $2.65K - $3.17K
OGN
Organon & Co.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$31.66 - $38.9 $63.3 - $77.8
GE
General Electric CO

Industrials
Q2 2022 Filed on Jul 06, 2022
5
$63.67 - $92.49 $318 - $462
IBM
International Business Machines Corp

Technology
Q2 2022 Filed on Jul 06, 2022
2
$125.98 - $142.88 $252 - $286
ETN
Eaton Corp PLC

Industrials
Q2 2022 Filed on Jul 06, 2022
13
$125.52 - $151.81 $1.63K - $1.97K
Crane CO Com
Q2 2022 Filed on Jul 06, 2022
4
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
11
$95.66 - $108.57 $1.05K - $1.19K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
12
$41.5 - $56.57 $498 - $679
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
2
$582.26 - $782.23 $1.16K - $1.56K
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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
389
$23.28 - $24.82 $9.06K - $9.65K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
5
$151.48 - $184.7 $757 - $924
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
1
$39.29 - $56.61 $39.3 - $56.6
HPQ
Hp Inc

Technology
Q2 2022 Filed on Jul 06, 2022
49
$32.71 - $40.34 $1.6K - $1.98K
CHIX
Global X

ETFs
Q1 2022 Filed on Apr 04, 2022
406
$12.56 - $15.48 $5.1K - $6.28K
CHIS
Global X Fds Msci China Consum

ETFs
Q1 2022 Filed on Apr 04, 2022
401
$21.18 - $28.05 $8.49K - $11.2K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2022 Filed on Apr 04, 2022
102
$90.35 - $104.23 $9.22K - $10.6K
CDMO
Avid Bioservices, Inc.

Healthcare
Q1 2022 Filed on Apr 04, 2022
1
$16.63 - $27.73 $16.6 - $27.7
COP
Conocophillips

Energy
Q1 2022 Filed on Apr 04, 2022
679
$73.77 - $107.5 $50.1K - $73K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on Apr 04, 2022
299
$61.48 - $73.72 $18.4K - $22K
PSX
Phillips 66

Energy
Q1 2022 Filed on Apr 04, 2022
470
$75.34 - $93.2 $35.4K - $43.8K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 04, 2022
31
$93.61 - $194.94 $2.9K - $6.04K
LNC
Lincoln National Corp

Financial Services
Q1 2022 Filed on Apr 04, 2022
278
$58.17 - $74.39 $16.2K - $20.7K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on Apr 04, 2022
362
$38.34 - $49.38 $13.9K - $17.9K
AMAT
Applied Materials Inc

Technology
Q1 2022 Filed on Apr 04, 2022
215
$119.22 - $167.0 $25.6K - $35.9K
EWC
Ishares Msci Canada ETF

ETFs
Q1 2022 Filed on Apr 04, 2022
35
$37.04 - $40.66 $1.3K - $1.42K
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on Apr 04, 2022
177
$56.23 - $67.41 $9.95K - $11.9K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on Apr 04, 2022
164
$99.29 - $140.66 $16.3K - $23.1K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2022 Filed on Apr 04, 2022
67
$69.67 - $79.21 $4.67K - $5.31K
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on Apr 04, 2022
100
$194.83 - $232.11 $19.5K - $23.2K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on Apr 04, 2022
10,942
$58.6 - $64.21 $641K - $703K
HERO
Global X Fds Video Games & Esp

ETFs
Q1 2022 Filed on Apr 04, 2022
87
$22.78 - $28.45 $1.98K - $2.48K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
Q1 2022 Filed on Apr 04, 2022
37
$24.33 - $25.16 $900 - $931
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2022 Filed on Apr 04, 2022
34
$25.9 - $29.13 $881 - $990
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 04, 2022
12
$764.04 - $1199.78 $9.17K - $14.4K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 04, 2022
567
$219.86 - $253.39 $125K - $144K
Wedbush Etfmg Video Game Tech ETF
Q1 2022 Filed on Apr 04, 2022
261
N/A
NOK
Nokia Corp

Technology
Q1 2022 Filed on Apr 04, 2022
560
$4.53 - $6.29 $2.54K - $3.52K
MBSD
Flexshares Tr Disciplined Dura

ETFs
Q1 2022 Filed on Apr 04, 2022
2,205
$21.87 - $23.12 $48.2K - $51K
KO
Coca Cola CO

Consumer Defensive
Q1 2022 Filed on Apr 04, 2022
451
$57.88 - $62.85 $26.1K - $28.3K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Jan 05, 2022
8
$8.73 - $15.27 $69.8 - $122
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Jan 05, 2022
25
$7.03 - $13.03 $176 - $326
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Jan 05, 2022
87
$138.35 - $173.25 $12K - $15.1K
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
Q3 2021 Filed on Oct 05, 2021
6,476
$26.52 - $28.2 $172K - $183K
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q3 2021 Filed on Oct 05, 2021
121
$48.75 - $48.98 $5.9K - $5.93K
ARCC
Ares Capital Corp

Financial Services
Q3 2021 Filed on Oct 05, 2021
1,565
$19.52 - $20.43 $30.5K - $32K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2021 Filed on Oct 05, 2021
1,137
$45.53 - $49.02 $51.8K - $55.7K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2021 Filed on Oct 05, 2021
667
$38.55 - $39.48 $25.7K - $26.3K
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