Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: ADVOCACY WEALTH MANAGEMENT SERVICES, LLC
  City: ATLANTA
  State: GA
  Zip: 30339
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,163,246,000
  Total Value Change : $109,723,000
  Securities Held Change : 3
   
All Securities Held : 54
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 21
  Unchanged Positions : 1
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 55 Closed $45.77 $0 0 0% -714,000 -17,465 0    N/A
   (LAG)1 Year Chart         LAG Lagardere S.C.A 59 Closed $24.86 $0 0 0% -391,000 -15,244 0    Closed - End Fund - E...
   (OVL)1 Year Chart         OVL Overlay Shares Large Cap Eq... 58 Closed $0.00 $0 0 0% -5,737,000 -152,356 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 57 Closed $113.76 $0 0 0% -59,354,000 -564,044 0    Closed - End Fund - E...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 56 Closed $64.82 $0 0 0% -3,111,000 -49,654 0    N/A
      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us