$494 Million is the total value of Advocacy Wealth Management Services, LLC's 132 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 36.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $93,856,000 | +43.6% | 793,975 | +39.3% | 19.00% | +31.4% |
| OVB | Sell | OVERLAY SHARES CORE BOND ETFetf | $83,559,000 | +5.4% | 3,151,974 | -0.2% | 16.92% | -3.5% |
| USMV | Buy | ISHARES EDGE MSCI MIN VOL USA ETFetf | $68,834,000 | +23.0% | 1,135,311 | +5.4% | 13.94% | +12.6% |
| OVL | Buy | OVERLAY SHARES LARGE CAP EQUITY ETFetf | $55,598,000 | +46.7% | 2,111,002 | +14.4% | 11.26% | +34.3% |
| OVM | Buy | OVERLAY SHARES MUNICIPAL BOND ETFetf | $23,093,000 | +11.5% | 904,901 | +4.0% | 4.68% | +2.0% |
| FIXD | New | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $21,911,000 | – | 399,908 | +100.0% | 4.44% | – |
| SPSB | Sell | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $21,691,000 | -40.2% | 692,122 | -42.5% | 4.39% | -45.3% |
| IGIB | Sell | ISHARES INTERMEDIATE CREDIT BOND ETFetf | $16,757,000 | -37.6% | 277,522 | -43.8% | 3.39% | -42.9% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $13,388,000 | +548.0% | 47,234 | +417.1% | 2.71% | +493.2% |
| OVF | Sell | OVERLAY SHARES FOREIGN EQUITY ETFetf | $12,933,000 | -39.1% | 568,154 | -46.5% | 2.62% | -44.2% |
| XSLV | Sell | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $7,064,000 | -41.5% | 208,633 | -46.9% | 1.43% | -46.5% |
| OVS | Sell | OVERLAY SHARES SMALL CAP EQUITY ETFetf | $6,520,000 | -29.7% | 294,979 | -47.1% | 1.32% | -35.7% |
| New | SPDR SSGA U.S. SECTOR ROTATION ETFetf | $5,331,000 | – | 162,033 | +100.0% | 1.08% | – | |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $5,190,000 | +63.4% | 27,036 | +22.7% | 1.05% | +49.5% |
| IGV | New | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $4,972,000 | – | 17,492 | +100.0% | 1.01% | – |
| KBWB | New | INVESCO KBW BANK ETFetf | $4,664,000 | – | 121,988 | +100.0% | 0.94% | – |
| FSTA | New | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $4,287,000 | – | 122,953 | +100.0% | 0.87% | – |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $4,009,000 | +106.9% | 79,026 | +102.4% | 0.81% | +89.3% |
| ICSH | Buy | ISHARES LIQUIDITY INCOME ETFetf | $3,262,000 | +59.0% | 64,525 | +56.9% | 0.66% | +45.4% |
| IETC | New | ISHARES EVOLVED U.S. TECHNOLOGY ETFetf | $3,217,000 | – | 84,156 | +100.0% | 0.65% | – |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $3,125,000 | +18.9% | 30,728 | +15.7% | 0.63% | +8.8% |
| GSY | Buy | INVESCO ULTRA SHORT DURATION ETFetf | $3,077,000 | +202.0% | 61,007 | +195.4% | 0.62% | +176.9% |
| IEI | Buy | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $2,416,000 | +3.7% | 18,075 | +3.4% | 0.49% | -5.2% |
| ARKG | New | ARK GENOMIC REVOLUTION ETFetf | $2,346,000 | – | 44,968 | +100.0% | 0.48% | – |
| SPTM | Buy | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $2,244,000 | +135.0% | 59,388 | +86.5% | 0.45% | +115.2% |
| PJP | New | INVESCO DYNAMIC PHARMACEUTICALS ETFetf | $2,194,000 | – | 33,897 | +100.0% | 0.44% | – |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $1,954,000 | +74.8% | 6,311 | +39.3% | 0.40% | +60.3% |
| GLD | New | SPDR GOLD SHARESetf | $1,649,000 | – | 9,851 | +100.0% | 0.33% | – |
| XHE | New | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $1,497,000 | – | 16,747 | +100.0% | 0.30% | – |
| CHIS | New | GLOBAL X MSCI CHINA CONSUMER STAPLES ETFetf | $1,478,000 | – | 59,682 | +100.0% | 0.30% | – |
| GAMR | New | WEDBUSH ETFMG VIDEO GAME TECH ETFetf | $1,185,000 | – | 20,671 | +100.0% | 0.24% | – |
| SOCL | New | GLOBAL X SOCIAL MEDIA INDEX FUNDetf | $1,181,000 | – | 27,559 | +100.0% | 0.24% | – |
| PBS | New | INVESCO DYNAMIC MEDIA ETFetf | $1,181,000 | – | 36,389 | +100.0% | 0.24% | – |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $1,120,000 | +83.3% | 19,597 | +52.7% | 0.23% | +68.1% |
| IUSV | Sell | ISHARES CORE S&P U.S. VALUE ETFetf | $940,000 | -0.9% | 17,993 | -16.5% | 0.19% | -9.5% |
| CHIX | New | GLOBAL X MSCI CHINA FINANCIALS ETFetf | $853,000 | – | 61,886 | +100.0% | 0.17% | – |
| MOO | New | VANECK VECTORS AGRIBUSINESS ETFetf | $855,000 | – | 14,218 | +100.0% | 0.17% | – |
| MUB | ISHARES NATIONAL MUNI BOND ETFetf | $621,000 | +4.7% | 5,385 | 0.0% | 0.13% | -3.8% | |
| MBSD | Buy | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUNDetf | $568,000 | +10.9% | 23,511 | +8.9% | 0.12% | +1.8% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $368,000 | +76.1% | 7,737 | +43.7% | 0.08% | +63.0% |
| HD | HOME DEPOT INC COMstock | $368,000 | +39.9% | 1,470 | 0.0% | 0.08% | +29.3% | |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $196,000 | +54.3% | 2,223 | +49.5% | 0.04% | +42.9% |
| SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $127,000 | – | 1,180 | +100.0% | 0.03% | – |
| QQQ | INVESCO QQQ TRUSTetf | $114,000 | +35.7% | 459 | 0.0% | 0.02% | +21.1% | |
| BIL | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $111,000 | 0.0% | 1,213 | 0.0% | 0.02% | -12.0% | |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $107,000 | +25.9% | 1,703 | 0.0% | 0.02% | +15.8% | |
| SPAB | Sell | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $89,000 | -8.2% | 2,870 | -10.5% | 0.02% | -14.3% |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $81,000 | +9.5% | 856 | 0.0% | 0.02% | 0.0% | |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $76,000 | +20.6% | 1,365 | 0.0% | 0.02% | +7.1% | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $75,000 | +4.2% | 913 | 0.0% | 0.02% | -6.2% | |
| AAPL | Sell | APPLE INC COMstock | $75,000 | +2.7% | 206 | -32.5% | 0.02% | -6.2% |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $54,000 | +58.8% | 2,000 | 0.0% | 0.01% | +37.5% | |
| CSCO | Sell | CISCO SYS INC COMstock | $43,000 | +4.9% | 914 | -15.1% | 0.01% | 0.0% |
| DOL | WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDetf | $43,000 | +16.2% | 1,046 | 0.0% | 0.01% | +12.5% | |
| VZ | VERIZON COMMUNICATIONS INC COMstock | $42,000 | +5.0% | 755 | 0.0% | 0.01% | 0.0% | |
| AFL | AFLAC INC COMstock | $43,000 | +13.2% | 1,200 | 0.0% | 0.01% | +12.5% | |
| MBB | ISHARES MBS ETFetf | $40,000 | 0.0% | 361 | 0.0% | 0.01% | -11.1% | |
| QDF | Sell | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $39,000 | -4.9% | 922 | -22.1% | 0.01% | -11.1% |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $36,000 | +38.5% | 341 | 0.0% | 0.01% | +16.7% | |
| VGIT | Sell | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf | $36,000 | -30.8% | 513 | -30.3% | 0.01% | -41.7% |
| DIS | Sell | DISNEY WALT CO COM DISNEYstock | $37,000 | +2.8% | 332 | -13.1% | 0.01% | -12.5% |
| PSX | PHILLIPS 66 COMstock | $34,000 | +47.8% | 470 | 0.0% | 0.01% | +40.0% | |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $37,000 | 0.0% | 26 | -23.5% | 0.01% | -12.5% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $29,000 | -25.6% | 204 | -32.0% | 0.01% | -33.3% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $29,000 | +38.1% | 290 | +16.9% | 0.01% | +20.0% |
| AVGO | Sell | BROADCOM INC COMstock | $30,000 | +20.0% | 95 | -15.9% | 0.01% | 0.0% |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETFetf | $29,000 | +20.8% | 245 | 0.0% | 0.01% | +20.0% | |
| COP | CONOCOPHILLIPS COMstock | $29,000 | +45.0% | 679 | 0.0% | 0.01% | +50.0% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $29,000 | -3.3% | 507 | -20.5% | 0.01% | -14.3% |
| USB | Sell | US BANCORP DEL COM NEWstock | $24,000 | -11.1% | 649 | -23.6% | 0.01% | -16.7% |
| C | Sell | CITIGROUP INC COM NEWstock | $27,000 | +8.0% | 525 | -19.5% | 0.01% | -16.7% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $23,000 | -14.8% | 258 | -34.8% | 0.01% | -16.7% |
| AXP | Sell | AMERICAN EXPRESS CO COMstock | $24,000 | -4.0% | 253 | -21.9% | 0.01% | -16.7% |
| FB | FACEBOOK INC CL Astock | $27,000 | +42.1% | 121 | 0.0% | 0.01% | +25.0% | |
| CB | Sell | CHUBB LIMITED COMstock | $25,000 | -7.4% | 199 | -22.6% | 0.01% | -16.7% |
| BKNG | BOOKING HOLDINGS INC COMstock | $25,000 | +25.0% | 16 | 0.0% | 0.01% | +25.0% | |
| PSEC | PROSPECT CAP CORP COMcef | $26,000 | +30.0% | 5,100 | 0.0% | 0.01% | +25.0% | |
| SWK | STANLEY BLACK & DECKER INC COMstock | $26,000 | +44.4% | 190 | 0.0% | 0.01% | +25.0% | |
| LNC | LINCOLN NATL CORP IND COMstock | $22,000 | +57.1% | 591 | 0.0% | 0.00% | +33.3% | |
| FDX | Sell | FEDEX CORP COMstock | $20,000 | -13.0% | 145 | -30.0% | 0.00% | -20.0% |
| HCA | Buy | HCA HEALTHCARE INC COMstock | $19,000 | +46.2% | 193 | +28.7% | 0.00% | +33.3% |
| HON | Sell | HONEYWELL INTL INC COMstock | $19,000 | -29.6% | 130 | -38.1% | 0.00% | -33.3% |
| KO | COCA COLA CO COMstock | $20,000 | +5.3% | 451 | 0.0% | 0.00% | 0.0% | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $19,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $20,000 | +25.0% | 528 | 0.0% | 0.00% | 0.0% | |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $22,000 | -18.5% | 238 | -24.4% | 0.00% | -33.3% |
| PTCT | PTC THERAPEUTICS INC COMstock | $18,000 | +12.5% | 350 | 0.0% | 0.00% | 0.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $22,000 | +37.5% | 174 | 0.0% | 0.00% | 0.0% | |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $18,000 | +260.0% | 256 | +204.8% | 0.00% | +300.0% |
| STWD | STARWOOD PPTY TR INC COMreit | $22,000 | +46.7% | 1,500 | 0.0% | 0.00% | +33.3% | |
| BHC | BAUSCH HEALTH COS INC COMstock | $13,000 | +30.0% | 700 | 0.0% | 0.00% | +50.0% | |
| AMAT | APPLIED MATLS INC COMstock | $13,000 | +44.4% | 215 | 0.0% | 0.00% | +50.0% | |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $16,000 | -23.8% | 110 | -32.9% | 0.00% | -40.0% |
| MRK | Sell | MERCK & CO. INC COMstock | $16,000 | -23.8% | 211 | -25.4% | 0.00% | -40.0% |
| TJX | Sell | TJX COS INC NEW COMstock | $15,000 | -25.0% | 287 | -34.5% | 0.00% | -25.0% |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC COMstock | $17,000 | – | 307 | +100.0% | 0.00% | – |
| TSN | TYSON FOODS INC CL Astock | $14,000 | +7.7% | 229 | 0.0% | 0.00% | 0.0% | |
| PUTW | WISDOMTREE CBOE S&P 500 PUTWRITE STRATEGY FUNDetf | $13,000 | +18.2% | 503 | 0.0% | 0.00% | +50.0% | |
| MDT | Sell | MEDTRONIC PLC SHSstock | $13,000 | -38.1% | 137 | -46.3% | 0.00% | -40.0% |
| INTC | INTEL CORP COMstock | $13,000 | +8.3% | 223 | 0.0% | 0.00% | 0.0% | |
| PGR | Sell | PROGRESSIVE CORP OHIO COMstock | $16,000 | -23.8% | 199 | -29.9% | 0.00% | -40.0% |
| CBRE | Sell | CBRE GROUP INC CL Astock | $14,000 | -33.3% | 313 | -46.1% | 0.00% | -40.0% |
| ABC | New | AMERISOURCEBERGEN CORP COMstock | $14,000 | – | 137 | +100.0% | 0.00% | – |
| COF | CAPITAL ONE FINL CORP COMstock | $17,000 | +41.7% | 276 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $14,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
| TLH | Sell | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $10,000 | -67.7% | 62 | -66.3% | 0.00% | -71.4% |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $11,000 | +10.0% | 123 | 0.0% | 0.00% | 0.0% | |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $10,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED DI COMcef | $10,000 | +25.0% | 500 | 0.0% | 0.00% | 0.0% | |
| XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $10,000 | – | 173 | +100.0% | 0.00% | – |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $11,000 | +22.2% | 201 | 0.0% | 0.00% | 0.0% | |
| T | Sell | AT&T INC COMstock | $9,000 | -35.7% | 294 | -40.5% | 0.00% | -33.3% |
| VCLT | New | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $11,000 | – | 102 | +100.0% | 0.00% | – |
| XOM | New | EXXON MOBIL CORP COMstock | $10,000 | – | 234 | +100.0% | 0.00% | – |
| OUNZ | VAN ECK MERK GOLD TRUSTetf | $7,000 | +16.7% | 386 | 0.0% | 0.00% | 0.0% | |
| SO | New | SOUTHERN CO COMstock | $6,000 | – | 113 | +100.0% | 0.00% | – |
| FIBR | ISHARES EDGE U.S. FIXED INCOME BALANCED RISK ETFetf | $6,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $6,000 | +20.0% | 69 | 0.0% | 0.00% | 0.0% | |
| AMZN | AMAZON COM INC COMstock | $3,000 | +50.0% | 1 | 0.0% | 0.00% | – | |
| XLB | New | MATERIALS SELECT SECTOR SPDR FUNDetf | $7,000 | – | 127 | +100.0% | 0.00% | – |
| LMBS | Sell | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $6,000 | -33.3% | 109 | -37.4% | 0.00% | -50.0% |
| MINC | Sell | ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETFetf | $6,000 | -33.3% | 121 | -37.9% | 0.00% | -50.0% |
| JCPNQ | PENNEY J C CORP INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| NKE | NIKE INC CL Bstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| MESA | Sell | MESA AIR GROUP INC COM NEWstock | $2,000 | -94.4% | 500 | -95.8% | 0.00% | -100.0% |
| SNAP | SNAP INC CL Astock | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| SNV | SYNOVUS FINL CORP COM NEWstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CDMO | AVID BIOSERVICES INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INC CL Cstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| WMT | WALMART INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| WBA | WALGREENS BOOTS ALLIANCE INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORP SPONSORED ADRadr | $2,000 | 0.0% | 560 | 0.0% | 0.00% | – | |
| AEF | Exit | ABERDEEN EMRG MRKTS EQT INM FD COMcef | $0 | – | -749 | -100.0% | -0.00% | – |
| RA | Exit | BROOKFIELD REAL ASSETS INCOME SHS BEN INTcef | $0 | – | -525 | -100.0% | -0.00% | – |
| FDD | Exit | FIRST TRUST DOW JONES STOXX EUROPEAN SELECT DIVIDEND INDEX FUNDetf | $0 | – | -911 | -100.0% | -0.00% | – |
| JRS | Exit | NUVEEN REAL ESTATE INCOME FD COMcef | $0 | – | -2,431 | -100.0% | -0.00% | – |
| MGA | Exit | MAGNA INTL INC COMstock | $0 | – | -611 | -100.0% | -0.00% | – |
| PFE | Exit | PFIZER INC COMstock | $0 | – | -772 | -100.0% | -0.01% | – |
| REM | Exit | ISHARES MORTGAGE REAL ESTATE ETFetf | $0 | – | -4,295 | -100.0% | -0.02% | – |
| NEAR | Exit | ISHARES SHORT MATURITY BOND ETFetf | $0 | – | -20,769 | -100.0% | -0.22% | – |
| FLOT | Exit | ISHARES FLOATING RATE BOND ETFetf | $0 | – | -51,801 | -100.0% | -0.56% | – |
| EEMV | Exit | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $0 | – | -118,181 | -100.0% | -1.18% | – |
| HYLS | Exit | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $0 | – | -583,784 | -100.0% | -5.44% | – |
| EFAV | Exit | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | $0 | – | -515,227 | -100.0% | -6.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 32 | Q3 2023 | 16.0% |
| ISHARES TR | 32 | Q3 2023 | 1.7% |
| APPLE INC COM | 32 | Q2 2023 | 1.3% |
| ISHARES TR NATIONAL MUN ETF | 31 | Q3 2023 | 2.7% |
| Home Depot Inc/The | 30 | Q3 2022 | 0.6% |
| PROSPECT CAPITAL CORPORATION COM | 30 | Q3 2022 | 1.5% |
| JOHNSON & JOHNSON COM | 30 | Q3 2022 | 0.4% |
| Cisco Systems Inc | 30 | Q3 2022 | 0.1% |
| JPMORGAN CHASE & CO COM | 30 | Q3 2022 | 0.3% |
| CHEVRON CORP NEW COM | 30 | Q3 2022 | 0.1% |
View Advocacy Wealth Management Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-04 |
| 13F-HR | 2022-01-05 |
View Advocacy Wealth Management Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.