Financial Advocates Investment Management Reduced Holdings in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-1.31K
- 10.11%
$64.9 - $73.35 $84.8K - $95.9K
11.6K $844K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-840
- 12.9%
$54.38 - $59.77 $45.7K - $50.2K
5.67K $335K
WFC
Wells Fargo & Company

Financial Services
-95
- 1.5%
$51.58 - $60.97 $4.9K - $5.79K
6.25K $352K
MNDY
Monday.Com Ltd.

Technology
-284
- 19.12%
$202.41 - $281.64 $57.5K - $80K
1.2K $333K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.28K
- 8.25%
$56.47 - $63.69 $129K - $145K
25.4K $1.6M
SD
Sandridge Energy Inc

Energy
-1K
- 6.87%
$11.62 - $13.82 $11.6K - $13.8K
13.6K $165K
WCN
Waste Connections, Inc.

Industrials
-167
- 7.55%
$173.92 - $186.5 $29K - $31.1K
2.05K $365K
DUSA
Davis Fundamental ETF Tr

ETFs
-750
- 7.76%
$37.9 - $42.15 $28.4K - $31.6K
8.92K $371K
DSL
Double Line Income Solutions Fund

Financial Services
-2.19K
- 10.76%
$12.42 - $13.06 $27.2K - $28.6K
18.2K $235K
ENPH
Enphase Energy, Inc.

Technology
-719
- 15.47%
$95.77 - $123.65 $68.9K - $88.9K
3.93K $443K
ET
Energy Transfer LP

Energy
-744
- 4.38%
$15.43 - $16.44 $11.5K - $12.2K
16.2K $260K
HLN
Haleon PLC

Healthcare
-7.64K
- 26.98%
$8.32 - $10.7 $63.6K - $81.8K
20.7K $218K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-558
- 1.68%
$40.28 - $40.8 $22.5K - $22.8K
32.7K $1.33M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-493
- 3.69%
$23.06 - $25.77 $11.4K - $12.7K
12.9K $322K
SQ
Block, Inc.

Technology
-420
- 6.2%
$57.21 - $72.07 $24K - $30.3K
6.36K $426K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.26K
- 2.06%
$19.74 - $20.07 $24.9K - $25.3K
59.8K $1.2M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-729
- 10.9%
$39.47 - $49.4 $28.8K - $36K
5.96K $283K
CMF
Ishares California Muni Bond E

ETFs
-385
- 3.77%
$56.65 - $58.17 $21.8K - $22.4K
9.84K $571K
FCX
Freeport Mcmoran Inc

Basic Materials
-444
- 3.88%
$39.52 - $51.92 $17.5K - $23.1K
11K $549K
IGM
Ishares Expanded Tech Sector E

ETFs
-124
- 4.2%
$84.03 - $98.62 $10.4K - $12.2K
2.83K $271K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-52
- 4.16%
$152.9 - $180.39 $7.95K - $9.38K
1.2K $208K
FISV
Fiserv Inc

Technology
-54
- 0.84%
N/A
6.38K $798K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.36K
- 7.21%
$58.03 - $65.37 $78.7K - $88.6K
17.5K $1.13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.79K
- 8.08%
$73.43 - $80.37 $132K - $144K
20.4K $1.64M
BNDX
Vanguard Total International B

ETFs
-424
- 4.17%
$48.42 - $50.35 $20.5K - $21.3K
9.76K $490K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 7.46%
$3305.62 - $4268.05 $16.5K - $21.3K
62 $261K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-880
- 7.29%
$36.98 - $41.55 $32.5K - $36.6K
11.2K $459K
GOSS
Gossamer Bio, Inc.

Healthcare
-13.3K
- 12.45%
$0.79 - $1.25 $10.5K - $16.6K
93.6K $92K
BOTZ
Global X Fds

ETFs
-511
- 5.44%
$27.68 - $32.27 $14.1K - $16.5K
8.88K $285K
JOBY
Joby Aviation, Inc.

Industrials
-421
- 3.05%
$4.77 - $7.46 $2.01K - $3.14K
13.4K $67K
GPC
Genuine Parts CO

Consumer Cyclical
-48
- 1.16%
$131.04 - $147.11 $6.29K - $7.06K
4.09K $571K
PLUG
Plug Power Inc

Industrials
-40
- 0.29%
$1.61 - $3.34 $64.4 - $134
13.6K $30K
SPDV
ETF Ser Solutions Aam S&P 500
-5.35K
- 5.04%
N/A
101K $0
Psq Holdings Inc
-900
- 7.68%
N/A
10.8K $0
Linde PLC
-16
- 0.66%
N/A
2.4K $0
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
-149
- 1.71%
$23.74 - $24.37 $3.54K - $3.63K
8.58K $208K
Thomson Reuters Corp.
-1.6K
- 53.82%
N/A
1.37K $0
FNY
First Trust Mid Cap Growth Alp
-73
- 2.12%
N/A
3.37K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-1.6K
- 37.5%
N/A
2.67K $0
HUSV
First Tr ETF Iii Horizon Manag
-1.03K
- 4.98%
N/A
19.7K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-15.5K
- 47.66%
N/A
17K $0
Atlassian Corporation
-2.44K
- 65.05%
N/A
1.31K $0
SRLN
Ssga Active Trust

ETFs
-12
- 0.15%
$40.93 - $41.85 $491 - $502
7.76K $324K
UBS
Ubs Group Ag

Financial Services
-394
- 4.11%
$27.97 - $31.42 $11K - $12.4K
9.2K $284K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-353
- 2.7%
$23.04 - $24.06 $8.13K - $8.49K
12.7K $305K
SAND
Sandstorm Gold LTD

Basic Materials
-950
- 6.59%
$5.04 - $6.32 $4.79K - $6K
13.5K $80K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-14
- 0.68%
$114.52 - $127.8 $1.6K - $1.79K
2.04K $256K
FTC
First Tr Lge Cap Growth

ETFs
-249
- 6.15%
$115.51 - $131.45 $28.8K - $32.7K
3.8K $499K
WEN
Wendy'S CO

Consumer Cyclical
-219
- 1.84%
$15.83 - $18.24 $3.47K - $3.99K
11.7K $204K
Activity Summary
Buys All Purchases 442 New Holdings 63 Increased Positions 379 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 4 Puts 6
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