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
ITW
Illinois Tool Works Inc

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

Financial Services
Q3 2019 Filed on Oct 02, 2019
10
$105.36 - $120.09 $1.05K - $1.2K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 02, 2019
113
$56.24 - $67.3 $6.36K - $7.6K
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
TGT
Target Corp

Consumer Defensive
Q3 2019 Filed on Oct 02, 2019
150
$80.79 - $109.85 $12.1K - $16.5K
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
Invesco Bulletshares 2021 High Yield Corporate Bond ETF
Q3 2019 Filed on Oct 02, 2019
621
N/A
HTGC
Hercules Capital, Inc.

Financial Services
Q3 2019 Filed on Oct 02, 2019
800
$12.66 - $13.44 $10.1K - $10.8K
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Oct 02, 2019
71
$21.34 - $28.9 $1.52K - $2.05K
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
United Technologies Corp Com
Q3 2019 Filed on Oct 02, 2019
47
N/A
Navios Maritime Partners L P Unit Lpi
Q2 2019 Filed on Jul 05, 2019
2,800
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
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2019 Filed on Jul 05, 2019
5
$62.38 - $77.93 $312 - $390
JPIN
Jp Morgan Diversified Return I

ETFs
Q2 2019 Filed on Jul 05, 2019
178
N/A
Blackstone Group L P Com Unit LTD
Q2 2019 Filed on Jul 05, 2019
700
N/A
CCL
Carnival Corp

Consumer Cyclical
Q1 2019 Filed on Apr 02, 2019
69
$47.37 - $58.85 $3.27K - $4.06K
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
DGX
Quest Diagnostics Inc

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$80.68 - $89.92 $8.07K - $8.99K
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2019 Filed on Apr 02, 2019
0
N/A
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 02, 2019
200
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2019 Filed on Apr 02, 2019
0
$51.31 - $58.06 $0 - $0
CBZ
Cbiz, Inc.

Industrials
Q1 2019 Filed on Apr 02, 2019
5,000
$19.07 - $21.36 $95.4K - $107K
ABT
Abbott Laboratories

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$66.22 - $80.06 $6.62K - $8.01K
ED
Consolidated Edison Inc

Utilities
Q1 2019 Filed on Apr 02, 2019
600
$74.45 - $85.68 $44.7K - $51.4K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q1 2019 Filed on Apr 02, 2019
300
$9.48 - $10.71 $2.84K - $3.21K
AFMD
Affimed N.V.

Healthcare
Q1 2019 Filed on Apr 02, 2019
1,000
$3.05 - $4.34 $3.05K - $4.34K
PCEF
Invesco Cef Income Composite E

ETFs
Q1 2019 Filed on Apr 02, 2019
1,500
$20.44 - $22.24 $30.7K - $33.4K
Calithera Biosciences Inc Com
Q1 2019 Filed on Apr 02, 2019
200
N/A
CTMX
Cytom X Therapeutics, Inc.

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$9.5 - $19.16 $950 - $1.92K
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
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2019 Filed on Apr 02, 2019
54
$212.17 - $273.72 $11.5K - $14.8K
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2019 Filed on Apr 02, 2019
365
$34.07 - $41.96 $12.4K - $15.3K
CLVS
Clovis Oncology, Inc.

Healthcare
Q1 2019 Filed on Apr 02, 2019
200
$17.66 - $30.28 $3.53K - $6.06K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2019 Filed on Apr 02, 2019
100
$20.85 - $27.74 $2.09K - $2.77K
Transmontaigne Partners L P Com Unit L P
Q1 2019 Filed on Apr 02, 2019
2,200
N/A
PBA
Pembina Pipeline Corp

Energy
Q1 2019 Filed on Apr 02, 2019
850
$30.37 - $37.64 $25.8K - $32K
PBYI
Puma Biotechnology, Inc.

Healthcare
Q1 2019 Filed on Apr 02, 2019
200
$20.77 - $42.37 $4.15K - $8.47K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2019 Filed on Apr 02, 2019
400
$61.53 - $74.34 $24.6K - $29.7K
CAH
Cardinal Health Inc

Healthcare
Q1 2019 Filed on Apr 02, 2019
100
$44.16 - $56.79 $4.42K - $5.68K
AZN
Astrazeneca PLC

Healthcare
Q1 2019 Filed on Apr 02, 2019
1,000
$35.49 - $43.02 $35.5K - $43K
NS
Nu Star Energy L.P.

Energy
Q1 2019 Filed on Apr 02, 2019
100
$21.29 - $27.62 $2.13K - $2.76K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
Q1 2019 Filed on Apr 02, 2019
1,164
N/A
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