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
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on Apr 02, 2020
2,809
$59.3 - $107.65 $167K - $302K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 02, 2020
843
$35.18 - $65.78 $29.7K - $55.5K
DK
Delek Us Holdings, Inc.

Energy
Q1 2020 Filed on Apr 02, 2020
245
$8.85 - $33.99 $2.17K - $8.33K
NMM
Navios Maritime Partners L.P.

Industrials
Q1 2020 Filed on Apr 02, 2020
187
$4.17 - $17.87 $780 - $3.34K
CQP
Cheniere Energy Partners, L.P.

Energy
Q1 2020 Filed on Apr 02, 2020
700
$18.55 - $42.44 $13K - $29.7K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2020 Filed on Apr 02, 2020
500
$47.21 - $54.5 $23.6K - $27.3K
ACN
Accenture PLC

Technology
Q1 2020 Filed on Apr 02, 2020
96
$143.69 - $215.92 $13.8K - $20.7K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q1 2020 Filed on Apr 02, 2020
2,021
$7.32 - $12.94 $14.8K - $26.2K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 02, 2020
185
$41.14 - $73.86 $7.61K - $13.7K
AROC
Archrock, Inc.

Energy
Q1 2020 Filed on Apr 02, 2020
1,400
$2.1 - $10.3 $2.94K - $14.4K
XLU
Utilities Sector Spdr

ETFs
Q1 2020 Filed on Apr 02, 2020
247
$44.93 - $70.98 $11.1K - $17.5K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2020 Filed on Apr 02, 2020
105
$134.97 - $249.72 $14.2K - $26.2K
Mid Con Energy Partners LP Com Unit Repst
Q1 2020 Filed on Apr 02, 2020
4,200
N/A
Jpmorgan Betabuilders Japan ETF
Q1 2020 Filed on Apr 02, 2020
535
N/A
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 02, 2020
277
$20.14 - $55.75 $5.58K - $15.4K
CCLP
Csi Compressco LP

Energy
Q1 2020 Filed on Apr 02, 2020
1,000
$0.48 - $2.7 $480 - $2.7K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on Apr 02, 2020
170
$56.91 - $99.57 $9.67K - $16.9K
VGR
Vector Group LTD

Consumer Defensive
Q1 2020 Filed on Apr 02, 2020
1,274
$8.93 - $13.74 $11.4K - $17.5K
UGI
Ugi Corp

Utilities
Q1 2020 Filed on Apr 02, 2020
216
$22.92 - $44.76 $4.95K - $9.67K
Navios Maritime Containers L P Com Unit Rp LP
Q1 2020 Filed on Apr 02, 2020
14
N/A
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q4 2019 Filed on Jan 06, 2020
237
$123.01 - $137.55 $29.2K - $32.6K
PH
Parker Hannifin Corp

Industrials
Q4 2019 Filed on Jan 06, 2020
97
$166.61 - $209.3 $16.2K - $20.3K
FYX
First Tr Small Cap Core Alphad

ETFs
Q4 2019 Filed on Jan 06, 2020
483
$57.71 - $65.03 $27.9K - $31.4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2019 Filed on Jan 06, 2020
496
$39.79 - $44.7 $19.7K - $22.2K
L
Loews Corp

Financial Services
Q4 2019 Filed on Jan 06, 2020
200
$48.5 - $52.49 $9.7K - $10.5K
Alerian Mlp ETF
Q4 2019 Filed on Jan 06, 2020
300
N/A
CBSH
Commerce Bancshares Inc

Financial Services
Q4 2019 Filed on Jan 06, 2020
115
$52.7 - $62.07 $6.06K - $7.14K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2019 Filed on Jan 06, 2020
325
$71.68 - $79.55 $23.3K - $25.9K
Global X Mlp ETF
Q4 2019 Filed on Jan 06, 2020
170,324
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2019 Filed on Jan 06, 2020
16,641
$30.67 - $30.78 $510K - $512K
Suntrust Bks Inc Com
Q4 2019 Filed on Jan 06, 2020
297
N/A
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2019 Filed on Jan 06, 2020
282
$30.86 - $31.54 $8.7K - $8.89K
Raytheon CO Com New
Q4 2019 Filed on Jan 06, 2020
105
N/A
HTGC
Hercules Capital, Inc.

Financial Services
Q3 2019 Filed on Oct 02, 2019
800
$12.66 - $13.44 $10.1K - $10.8K
TGT
Target Corp

Consumer Defensive
Q3 2019 Filed on Oct 02, 2019
150
$80.79 - $109.85 $12.1K - $16.5K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2019 Filed on Oct 02, 2019
500
$14.62 - $15.03 $7.31K - $7.52K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q3 2019 Filed on Oct 02, 2019
150
$40.62 - $45.05 $6.09K - $6.76K
Constellium Se Cl A
Q3 2019 Filed on Oct 02, 2019
1,000
N/A
Brookfield Globl Listed Infras Com Shs
Q3 2019 Filed on Oct 02, 2019
700
N/A
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q3 2019 Filed on Oct 02, 2019
337
$27.87 - $29.95 $9.39K - $10.1K
United Technologies Corp Com
Q3 2019 Filed on Oct 02, 2019
47
N/A
Versum Matls Inc Com
Q3 2019 Filed on Oct 02, 2019
14
N/A
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q3 2019 Filed on Oct 02, 2019
200
$39.14 - $40.36 $7.83K - $8.07K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2019 Filed on Oct 02, 2019
213
$70.16 - $72.24 $14.9K - $15.4K
Amerigas Partners L P Unit L P Int
Q3 2019 Filed on Oct 02, 2019
500
N/A
ITW
Illinois Tool Works Inc

Industrials
Q3 2019 Filed on Oct 02, 2019
35
$145.0 - $159.85 $5.08K - $5.59K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2019 Filed on Oct 02, 2019
10
$105.36 - $120.09 $1.05K - $1.2K
Legacy Resvs Inc Com
Q3 2019 Filed on Oct 02, 2019
2,000
N/A
Ensco Rowan PLC Shs Class A
Q3 2019 Filed on Oct 02, 2019
125
N/A
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