Financial Advocates Investment Management Sells in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PZZA
Papa Johns International Inc

Consumer Cyclical
-369
- 5.09%
$40.26 - $53.87 $14.9K - $19.9K
6.88K $370K
ED
Consolidated Edison Inc

Utilities
-125
- 4.14%
$88.42 - $104.97 $11.1K - $13.1K
2.89K $301K
ACGL
Arch Capital Group Ltd.

Financial Services
-106
- 2.58%
$94.47 - $114.25 $10K - $12.1K
4K $447K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-110
- 0.87%
$31.39 - $35.47 $3.45K - $3.9K
12.5K $440K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-702
- 2.47%
$24.38 - $30.06 $17.1K - $21.1K
27.7K $827K
FDN
First Tr Fd Dow Jones

ETFs
-33
- 0.53%
$183.68 - $212.48 $6.06K - $7.01K
6.18K $1.31M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-21
- 1.04%
$256.4 - $289.78 $5.38K - $6.09K
2K $568K
SECT
Sector 10, Inc.

ETFs
-9
- 0.06%
$48.64 - $53.77 $438 - $484
14.1K $757K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-737
- 5.26%
$71.31 - $80.0 $52.6K - $59K
13.3K $1.06M
XLU
Utilities Sector Spdr

ETFs
-3.07K
- 13.39%
$67.67 - $80.78 $208K - $248K
19.8K $1.6M
WDAY
Workday, Inc.

Technology
-26
- 1.05%
$207.75 - $264.68 $5.4K - $6.88K
2.46K $600K
GIS
General Mills Inc

Consumer Defensive
-172
- 3.0%
$62.5 - $75.15 $10.8K - $12.9K
5.56K $410K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
-1.2K
- 10.64%
$9.58 - $16.07 $11.5K - $19.3K
10.1K $161K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-101
- 0.78%
$46.17 - $51.13 $4.66K - $5.16K
12.8K $653K
AON
Aon PLC

Financial Services
-10
- 0.97%
$293.16 - $351.06 $2.93K - $3.51K
1.02K $354K
WELL
Welltower Inc.

Real Estate
-132
- 4.57%
$104.0 - $129.74 $13.7K - $17.1K
2.76K $352K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-97
- 3.36%
$386.81 - $423.12 $37.5K - $41K
2.79K $1.18M
SO
Southern CO

Utilities
-978
- 8.63%
$77.0 - $90.52 $75.3K - $88.5K
10.4K $933K
NVS
Novartis Ag

Healthcare
-221
- 2.37%
$106.13 - $120.89 $23.5K - $26.7K
9.1K $1.05M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.61K
- 3.04%
$44.24 - $49.47 $71K - $79.4K
51.2K $2.53M
TSCO
Tractor Supply CO

Consumer Cyclical
-25
- 0.81%
$251.95 - $290.93 $6.3K - $7.27K
3.08K $896K
CPNG
Coupang, Inc.

Consumer Cyclical
-408
- 2.17%
$19.79 - $24.92 $8.07K - $10.2K
18.4K $452K
OKE
Oneok Inc

Energy
-124
- 1.69%
$78.62 - $95.27 $9.75K - $11.8K
7.23K $658K
GWW
W.W. Grainger, Inc.

Industrials
-27
- 4.13%
$896.19 - $1044.18 $24.2K - $28.2K
627 $651K
RDFN
Redfin Corp

Real Estate
-1.9K
- 13.85%
$5.64 - $14.45 $10.7K - $27.5K
11.8K $148K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.37K
- 3.73%
$101.72 - $112.94 $139K - $155K
35.4K $3.99M
GNRC
Generac Holdings Inc.

Industrials
-58
- 1.99%
$133.16 - $159.78 $7.72K - $9.27K
2.86K $454K
IRM
Iron Mountain Inc

Real Estate
-47
- 1.79%
$89.69 - $119.32 $4.22K - $5.61K
2.58K $306K
IVE
Ishares S&P 500 Value ETF

ETFs
-5.02K
- 7.15%
$181.06 - $197.17 $909K - $990K
65.1K $12.8M
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 0.28%
$416.14 - $494.01 $2.08K - $2.47K
1.76K $864K
AEP
American Electric Power CO Inc

Utilities
-227
- 3.28%
$87.11 - $104.95 $19.8K - $23.8K
6.7K $687K
SAP
Sap Se

Technology
-23
- 0.73%
$197.21 - $231.0 $4.54K - $5.31K
3.15K $721K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-201
- 2.81%
$151.63 - $169.74 $30.5K - $34.1K
6.96K $1.18M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-203
- 1.14%
$54.31 - $61.04 $11K - $12.4K
17.7K $1.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.61K
- 2.94%
$31.05 - $34.29 $81K - $89.5K
86.2K $2.96M
MELI
Mercadolibre Inc

Consumer Cyclical
-42
- 9.38%
$1591.44 - $2140.1 $66.8K - $89.9K
406 $832K
JPM
Jpmorgan Chase & CO

Financial Services
-355
- 1.73%
$194.9 - $224.8 $69.2K - $79.8K
20.1K $4.24M
RMD
Resmed Inc

Healthcare
-157
- 5.59%
$186.94 - $252.92 $29.3K - $39.7K
2.65K $647K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-255
- 0.23%
$24.86 - $26.33 $6.34K - $6.71K
111K $2.9M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-431
- 0.89%
$37.33 - $40.63 $16.1K - $17.5K
47.7K $1.94M
SPGI
S&P Global Inc.

Financial Services
-34
- 1.81%
$446.32 - $527.38 $15.2K - $17.9K
1.85K $954K
VEA
Vanguard Ftse Developed Market

ETFs
-2.09K
- 3.08%
$47.6 - $53.31 $99.2K - $111K
65.7K $3.47M
SGOL
Abrdn Gold ETF Trust

ETFs
-696
- 1.47%
$22.26 - $25.51 $15.5K - $17.8K
46.5K $1.17M
ITA
Ishares Tr

ETFs
-1.09K
- 6.66%
$131.58 - $149.64 $144K - $164K
15.3K $2.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-14
- 0.02%
$42.66 - $45.18 $597 - $633
60.9K $2.75M
SHW
Sherwin Williams CO

Basic Materials
-54
- 2.74%
$294.65 - $384.0 $15.9K - $20.7K
1.92K $730K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-246
- 0.45%
$35.93 - $39.64 $8.84K - $9.75K
54.3K $2.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-964
- 3.32%
$117.9 - $128.2 $114K - $124K
28.1K $3.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-410
- 0.69%
$42.22 - $48.62 $17.3K - $19.9K
59.3K $2.76M
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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