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
Peregrine Pharmaceuticals Inc Com Par
Q1 2018 Filed on Apr 12, 2018
1
N/A
Alon Usa Partners LP Ut Ltdpart Int
Q1 2018 Filed on Apr 12, 2018
500
N/A
Guggenheim Bulletshares 2020 Corporate Bond ETF
Q4 2017 Filed on Jan 12, 2018
1,500
N/A
UL
Unilever PLC

Consumer Defensive
Q4 2017 Filed on Jan 12, 2018
150
$54.11 - $59.92 $8.12K - $8.99K
United Cannabis Corp Com
Q4 2017 Filed on Jan 12, 2018
1,000
N/A
BKCC
Black Rock Capital Investment Corp

Financial Services
Q4 2017 Filed on Jan 12, 2018
2,100
$6.13 - $7.56 $12.9K - $15.9K
Vanguard Nat Res LLC Com Unit
Q4 2017 Filed on Jan 12, 2018
1,000
N/A
Western Refng Inc Com
Q4 2017 Filed on Jan 12, 2018
311
N/A
IHF
Ishares Tr

ETFs
Q4 2017 Filed on Jan 12, 2018
87
$141.88 - $157.81 $12.3K - $13.7K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q4 2017 Filed on Jan 12, 2018
1,195
N/A
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q4 2017 Filed on Jan 12, 2018
3,087
N/A
XEL
Xcel Energy Inc

Utilities
Q4 2017 Filed on Jan 12, 2018
274
$47.18 - $51.8 $12.9K - $14.2K
RIG
Transocean Ltd.

Energy
Q4 2017 Filed on Jan 12, 2018
500
$9.44 - $11.58 $4.72K - $5.79K
AGNC
Agnc Investment Corp.

Real Estate
Q4 2017 Filed on Jan 12, 2018
2,600
$19.43 - $21.85 $50.5K - $56.8K
TXN
Texas Instruments Inc

Technology
Q4 2017 Filed on Jan 12, 2018
26
$89.65 - $104.82 $2.33K - $2.73K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2017 Filed on Jan 12, 2018
174
$18.45 - $21.34 $3.21K - $3.71K
Van Eck International Investors Gold A
Q4 2017 Filed on Jan 12, 2018
896
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2017 Filed on Jan 12, 2018
100
N/A
Guggenheim Bulletshares 2017 High Yield Corporate Bond ETF
Q4 2017 Filed on Jan 12, 2018
400
N/A
GULTU
Gulf Coast Ultra Deep Royalty Trust

Energy
Q4 2017 Filed on Jan 12, 2018
805
$0.02 - $0.05 $16.1 - $40.3
AMGN
Amgen Inc

Healthcare
Q4 2017 Filed on Jan 12, 2018
50
$168.79 - $188.59 $8.44K - $9.43K
Spotlight Innovation Inc Com
Q4 2017 Filed on Jan 12, 2018
400
N/A
STM
St Microelectronics N.V.

Technology
Q4 2017 Filed on Jan 12, 2018
750
$19.66 - $24.78 $14.7K - $18.6K
SYK
Stryker Corp

Healthcare
Q4 2017 Filed on Jan 12, 2018
96
$143.51 - $159.74 $13.8K - $15.3K
Tc Pipelines LP Ut Com LTD Prt
Q4 2017 Filed on Jan 12, 2018
100
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2017 Filed on Jan 12, 2018
3,772
N/A
WRK
West Rock CO

Consumer Cyclical
Q4 2017 Filed on Jan 12, 2018
8
$57.89 - $64.42 $463 - $515
VT
Vanguard Total World Stk Index

ETFs
Q4 2017 Filed on Jan 12, 2018
48,998
N/A
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q4 2017 Filed on Jan 12, 2018
1,000
$10.18 - $10.85 $10.2K - $10.9K
DEO
Diageo PLC

Consumer Defensive
Q4 2017 Filed on Jan 12, 2018
100
$131.03 - $146.03 $13.1K - $14.6K
Powershares Db Agriculture Fund
Q4 2017 Filed on Jan 12, 2018
555
N/A
Guggenheim Multi Asset Income ETF
Q4 2017 Filed on Jan 12, 2018
250
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2017 Filed on Jan 12, 2018
440
$59.99 - $70.25 $26.4K - $30.9K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q4 2017 Filed on Jan 12, 2018
300
$16.28 - $17.39 $4.88K - $5.22K
Guggenheim Bulletshares 2021 Corporate Bond ETF
Q4 2017 Filed on Jan 12, 2018
1,000
N/A
RSG
Republic Services, Inc.

Industrials
Q4 2017 Filed on Jan 12, 2018
139
$62.33 - $67.61 $8.66K - $9.4K
Royal Dutch Shell PLC Spon Adr B
Q4 2017 Filed on Jan 12, 2018
200
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2017 Filed on Jan 12, 2018
200
$11.23 - $19.1 $2.25K - $3.82K
SYY
Sysco Corp

Consumer Defensive
Q4 2017 Filed on Jan 12, 2018
200
$52.59 - $62.64 $10.5K - $12.5K
National Instrs Corp Com
Q4 2017 Filed on Jan 12, 2018
157
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2017 Filed on Jan 12, 2018
2,300
$11.04 - $12.38 $25.4K - $28.5K
GLAD
Gladstone Capital Corp

Financial Services
Q4 2017 Filed on Jan 12, 2018
1,500
$9.17 - $9.9 $13.8K - $14.9K
GOOG
Alphabet Inc.

Communication Services
Q4 2017 Filed on Jan 12, 2018
6
$47.58 - $53.86 $285 - $323
Fifth Street Finance Corp Com
Q4 2017 Filed on Jan 12, 2018
1,000
N/A
Buckeye Partners L P Unit LTD Partn
Q4 2017 Filed on Jan 12, 2018
200
N/A
Ferrellgas Partners L.P. Unit LTD Part
Q4 2017 Filed on Jan 12, 2018
500
N/A
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q4 2017 Filed on Jan 12, 2018
35
N/A
Energy Transfer Partners LP Unit LTD Prt Int
Q4 2017 Filed on Jan 12, 2018
311
N/A
Guggenheim Bulletshares 2017 Corporate Bond ETF
Q4 2017 Filed on Jan 12, 2018
1,525
N/A
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