Number of Shares
17,558
Previous 38,707 54.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
N/A
-21,149 Reduced 54.64%
17,558 $0
Q1 2025

Apr 28, 2025

BUY
N/A
594 Added 1.56%
38,707 $0
Q4 2024

Jan 27, 2025

BUY
N/A
25,752 Added 208.33%
38,113 $0
Q3 2024

Oct 25, 2024

BUY
N/A
1,298 Added 11.73%
12,361 $0
Q2 2024

Jul 26, 2024

SELL
N/A
-428 Reduced 3.72%
11,063 $0
Q1 2024

May 01, 2024

BUY
N/A
1,880 Added 19.56%
11,491 $0
Q4 2023

Feb 08, 2024

BUY
N/A
9,611 New
9,611 $0
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

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.