Financial Advocates Investment Management Pacer Fds Tr Trendpilot Fd Fds Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$30.87 - $33.59 $190,128 - $206,880	-6,159 Reduced 11.24%	48,618 $1.63 Million
Q2 2024 Jul 26, 2024	BUY	$30.16 - $31.99 $36,644 - $38,867	1,215 Added 2.27%	54,777 $1.75 Million
Q1 2024 May 01, 2024	SELL	$29.14 - $31.58 $125,331 - $135,825	-4,301 Reduced 7.43%	53,562 $1.69 Million
Q4 2023 Feb 08, 2024	SELL	$27.4 - $30.53 $144,699 - $161,228	-5,281 Reduced 8.36%	57,863 $1.72 Million
Q3 2023 Oct 27, 2023	SELL	$28.08 - $29.77 $216,019 - $229,020	-7,693 Reduced 10.86%	63,144 $1.78 Million
Q2 2023 Aug 07, 2023	SELL	$27.26 - $29.09 $347,101 - $370,402	-12,733 Reduced 15.24%	70,837 $2.06 Million
Q1 2023 May 11, 2023	SELL	$26.08 - $28.17 $815,417 - $880,763	-31,266 Reduced 27.23%	83,570 $2.29 Million
Q4 2022 Feb 14, 2023	SELL	$25.93 - $27.41 $93,114 - $98,429	-3,591 Reduced 3.03%	114,836 $3 Million
Q3 2022 Nov 14, 2022	SELL	$26.48 - $27.91 $63,896 - $67,346	-2,413 Reduced 2.0%	118,427 $3.14 Million
Q2 2022 Aug 12, 2022	BUY	$27.1 - $28.73 $1.01 Million - $1.07 Million	37,244 Added 44.55%	120,840 $3.3 Million
Q1 2022 May 11, 2022	SELL	$28.46 - $31.45 $633,178 - $699,699	-22,248 Reduced 21.02%	83,596 $2.39 Million
Q4 2021 Feb 14, 2022	BUY	$30.09 - $31.75 $516,193 - $544,671	17,155 Added 19.34%	105,844 $3.32 Million
Q3 2021 Nov 04, 2021	SELL	$29.94 - $31.19 $77,185 - $80,407	-2,578 Reduced 2.82%	88,689 $2.68 Million
Q2 2021 Aug 03, 2021	BUY	$29.26 - $30.42 $325,166 - $338,057	11,113 Added 13.86%	91,267 $2.77 Million
Q1 2021 May 10, 2021	BUY	$27.89 - $29.19 $674,435 - $705,872	24,182 Added 43.2%	80,154 $2.33 Million
Q4 2020 Feb 12, 2021	BUY	$24.82 - $28.05 $984,063 - $1.11 Million	39,648 Added 242.88%	55,972 $1.57 Million
Q3 2020 Nov 04, 2020	BUY	$24.37 - $26.55 $397,815 - $433,402	16,324 New	16,324 $411,000

Others Institutions Holding TRND

# of Institutions

Shares Held

981K

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

538K
Shares

$18.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

162K
Shares

$5.44 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

87.6K
Shares

$2.95 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

45.1K
Shares

$1.52 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

26.9K
Shares

$903,571
0.0% of portfolio

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