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
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 02, 2019
113
$56.24 - $67.3 $6.36K - $7.6K
MMM
3 M CO

Industrials
Q3 2019 Filed on Oct 02, 2019
54
$155.75 - $179.42 $8.41K - $9.69K
AES
Aes Corp

Utilities
Q3 2019 Filed on Oct 02, 2019
1,364
$14.61 - $17.65 $19.9K - $24.1K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2019 Filed on Oct 02, 2019
400
$71.58 - $80.28 $28.6K - $32.1K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2019 Filed on Oct 02, 2019
29
$213.78 - $231.81 $6.2K - $6.72K
Maxim Integrated Prods Inc Com
Q3 2019 Filed on Oct 02, 2019
73
N/A
SKX
Skechers Usa Inc

Consumer Cyclical
Q3 2019 Filed on Oct 02, 2019
200
$29.19 - $39.7 $5.84K - $7.94K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q3 2019 Filed on Oct 02, 2019
3,500
$5.94 - $6.69 $20.8K - $23.4K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q3 2019 Filed on Oct 02, 2019
50
$53.67 - $57.9 $2.68K - $2.9K
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
Q3 2019 Filed on Oct 02, 2019
4,000
$10.38 - $10.61 $41.5K - $42.4K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 02, 2019
200
$111.23 - $119.73 $22.2K - $23.9K
Invesco Bulletshares 2021 High Yield Corporate Bond ETF
Q3 2019 Filed on Oct 02, 2019
621
N/A
TPZ
Tortoise Power & Energy Infrastructure Fund Inc

Financial Services
Q3 2019 Filed on Oct 02, 2019
90
$17.12 - $19.08 $1.54K - $1.72K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2019 Filed on Oct 02, 2019
19
$121.08 - $134.87 $2.3K - $2.56K
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Oct 02, 2019
71
$21.34 - $28.9 $1.52K - $2.05K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2019 Filed on Jul 05, 2019
5
$62.38 - $77.93 $312 - $390
Blackstone Group L P Com Unit LTD
Q2 2019 Filed on Jul 05, 2019
700
N/A
CTRA
Coterra Energy Inc.

Energy
Q2 2019 Filed on Jul 05, 2019
247
$22.63 - $27.43 $5.59K - $6.78K
Ensco PLC Shs Class A
Q2 2019 Filed on Jul 05, 2019
500
N/A
Navios Maritime Partners L P Unit Lpi
Q2 2019 Filed on Jul 05, 2019
2,800
N/A
ORCL
Oracle Corp

Technology
Q2 2019 Filed on Jul 05, 2019
391
$50.24 - $56.99 $19.6K - $22.3K
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2019 Filed on Apr 02, 2019
365
$34.07 - $41.96 $12.4K - $15.3K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 02, 2019
200
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2019 Filed on Apr 02, 2019
0
N/A
IHDG
Wisdomtree Tr

ETFs
Q1 2019 Filed on Apr 02, 2019
332
N/A
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q1 2019 Filed on Apr 02, 2019
3,000
$11.25 - $12.41 $33.8K - $37.2K
ED
Consolidated Edison Inc

Utilities
Q1 2019 Filed on Apr 02, 2019
600
$74.45 - $85.68 $44.7K - $51.4K
PCEF
Invesco Cef Income Composite E

ETFs
Q1 2019 Filed on Apr 02, 2019
1,500
$20.44 - $22.24 $30.7K - $33.4K
ABT
Abbott Laboratories

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$66.22 - $80.06 $6.62K - $8.01K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2019 Filed on Apr 02, 2019
100
$20.85 - $27.74 $2.09K - $2.77K
CCL
Carnival Corp

Consumer Cyclical
Q1 2019 Filed on Apr 02, 2019
69
$47.37 - $58.85 $3.27K - $4.06K
NS
Nu Star Energy L.P.

Energy
Q1 2019 Filed on Apr 02, 2019
100
$21.29 - $27.62 $2.13K - $2.76K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q1 2019 Filed on Apr 02, 2019
182
N/A
IYR
Ishares Tr

ETFs
Q1 2019 Filed on Apr 02, 2019
104
N/A
Cvr Refng LP Comunit Rep Lt
Q1 2019 Filed on Apr 02, 2019
2,000
N/A
CTMX
Cytom X Therapeutics, Inc.

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$9.5 - $19.16 $950 - $1.92K
CLVS
Clovis Oncology, Inc.

Healthcare
Q1 2019 Filed on Apr 02, 2019
200
$17.66 - $30.28 $3.53K - $6.06K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q1 2019 Filed on Apr 02, 2019
100
$153.43 - $172.29 $15.3K - $17.2K
CBZ
Cbiz, Inc.

Industrials
Q1 2019 Filed on Apr 02, 2019
5,000
$19.07 - $21.36 $95.4K - $107K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2019 Filed on Apr 02, 2019
400
$61.53 - $74.34 $24.6K - $29.7K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$80.68 - $89.92 $8.07K - $8.99K
Transmontaigne Partners L P Com Unit L P
Q1 2019 Filed on Apr 02, 2019
2,200
N/A
CAH
Cardinal Health Inc

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$44.16 - $56.79 $4.42K - $5.68K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2019 Filed on Apr 02, 2019
0
$51.31 - $58.06 $0 - $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2019 Filed on Apr 02, 2019
54
$212.17 - $273.72 $11.5K - $14.8K
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q1 2019 Filed on Apr 02, 2019
8,000
$4.29 - $4.54 $34.3K - $36.3K
PBA
Pembina Pipeline Corp

Energy
Q1 2019 Filed on Apr 02, 2019
850
$30.37 - $37.64 $25.8K - $32K
Xilinx Inc Com
Q1 2019 Filed on Apr 02, 2019
100
N/A
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2019 Filed on Apr 02, 2019
1,012
$18.36 - $21.32 $18.6K - $21.6K
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email