Financial Advocates Investment Management Renaissance Cap Greenwich Fds Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$28.2 - $36.45 $105,327 - $136,140	3,735 New	3,735 $208,000

Others Institutions Holding IPO

# of Institutions

63

Shares Held

811K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.2 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.38 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.24 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.19 Million
2.11% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$1.87 Million
0.0% of portfolio

About RENAISSANCE CAP GREENWICH FDS

Ticker IPO
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.