Advocacy Wealth Management Services, LLC Purchases in Q4 2024

Advocacy Wealth Management Services, LLC

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
99.1K
New
$233.76 - $261.58 $23.2M - $25.9M
99.1K $23.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
73.1K
New
$201.32 - $217.44 $14.7M - $15.9M
73.1K $15.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
412K
New
$32.65 - $33.68 $13.5M - $13.9M
412K $13.5M
EFG
Msci Eafe Growth ETF

ETFs
160K
+ 53.45%
$96.83 - $106.88 $15.5M - $17.1M
458K $44.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.26M
+ 303.64%
$27.54 - $83.04 $34.6M - $104M
1.67M $46.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
33.3K
+ 4.86%
$94.43 - $105.47 $3.15M - $3.52M
719K $73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
98.7K
+ 8.13%
$49.03 - $53.35 $4.84M - $5.27M
1.31M $67.3M
IAU
Ishares Gold Trust

ETFs
127K
New
$48.37 - $52.65 $6.14M - $6.68M
127K $6.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
18.3K
New
$174.22 - $187.62 $3.19M - $3.44M
18.3K $3.21M
IYW
Ishares Dj Us Tech ETF

ETFs
10.5K
+ 6.48%
$148.14 - $166.23 $1.55M - $1.74M
172K $27.4M
IVE
Ishares S&P 500 Value ETF

ETFs
15.4K
+ 9.67%
$189.5 - $206.17 $2.93M - $3.18M
175K $33.4M
MBB
Ishares Tr

ETFs
19.2K
+ 8.51%
$91.26 - $95.82 $1.76M - $1.84M
245K $22.5M
IEFA
Ishares Tr

ETFs
9.9K
+ 163.43%
$70.06 - $77.43 $694K - $767K
16K $1.12M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
10.6K
+ 1.48%
$50.81 - $51.59 $539K - $547K
729K $37.3M
XOM
Exxon Mobil Corp

Energy
3.99K
New
$105.51 - $125.37 $421K - $500K
3.99K $429K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
6.37K
New
$57.27 - $71.33 $365K - $455K
6.37K $416K
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.12K
New
$85.33 - $104.24 $352K - $430K
4.12K $401K
FLIN
Franklin Templeton ETF Tr

ETFs
10.6K
New
$37.75 - $41.62 $399K - $440K
10.6K $400K
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.04K
New
$46.68 - $47.95 $329K - $338K
7.04K $330K
IFRA
Ishares Tr

ETFs
9.61K
+ 4.61%
$45.94 - $51.71 $441K - $497K
218K $10.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
48
+ 0.4%
$521.84 - $558.82 $25K - $26.8K
11.9K $6.44M
IVV
Ishares Core S&P 500 ETF

ETFs
162
+ 9.39%
$570.51 - $610.59 $92.4K - $98.9K
1.89K $1.11M
Blackrock ETF Trust Ii
44.1K
+ 10.28%
N/A
473K $0
Simplify Exchange Traded Fun
155K
New
N/A
155K $0
Ishares Tr
131K
New
N/A
131K $0
Rbb Fd Inc
362K
New
N/A
362K $0
Pimco ETF Tr
13.1K
+ 13.38%
N/A
111K $0
EMB
Ishares Tr

ETFs
3.59K
+ 4.95%
$88.94 - $93.46 $319K - $336K
76.1K $6.78M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
7.61K
+ 0.94%
$94.79 - $95.69 $721K - $728K
819K $77.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
92.3K
+ 9.46%
$55.45 - $61.08 $5.12M - $5.64M
1.07M $59.2M
EFV
Msci Eafe Value ETF

ETFs
43.7K
+ 5.8%
$51.78 - $57.15 $2.26M - $2.5M
798K $41.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.15K
+ 0.09%
$26.05 - $29.17 $56.1K - $62.8K
2.47M $64.8M
Activity Summary
Buys All Purchases 33 New Holdings 13 Increased Positions 20 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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