Financial Advocates Investment Management Pacer Fds Tr Benchmark Indl Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$34.09 - $39.38 $642,664 - $742,391	-18,852 Reduced 62.1%	11,507 $423,000
Q3 2022 Nov 14, 2022	SELL	$34.73 - $46.17 $631,773 - $839,878	-18,191 Reduced 37.47%	30,359 $1.07 Million
Q2 2022 Aug 12, 2022	SELL	$39.06 - $52.27 $3.49 Million - $4.66 Million	-89,239 Reduced 64.76%	48,550 $1.98 Million
Q1 2022 May 11, 2022	BUY	$46.65 - $54.92 $1.02 Million - $1.2 Million	21,763 Added 18.76%	137,789 $7 Million
Q4 2021 Feb 14, 2022	BUY	$44.35 - $56.04 $1.34 Million - $1.69 Million	30,116 Added 35.06%	116,026 $6.5 Million
Q3 2021 Nov 04, 2021	BUY	$43.16 - $48.34 $1.61 Million - $1.81 Million	37,397 Added 77.09%	85,910 $3.77 Million
Q2 2021 Aug 03, 2021	BUY	$39.62 - $44.78 $1.92 Million - $2.17 Million	48,513 New	48,513 $2.09 Million

Others Institutions Holding INDS

# of Institutions

67

Shares Held

3M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

323K
Shares

$12.4 Million
0.02% of portfolio
Alaska Permanent Capital Management

294K
Shares

$11.3 Million
1.01% of portfolio
Northwestern Mutual Wealth Management CO

240K
Shares

$9.24 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$7.81 Million
0.0% of portfolio
Morgan Stanley New York, NY

187K
Shares

$7.2 Million
0.0% of portfolio

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