IFP Advisors’s Advantage Solutions ADV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$5 | – | 4910 |
|
|
2025
Q1 | – | Hold |
0
| – | -$9 | – | 4259 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4532 |
|
|
2023
Q1 | – | Sell |
-622
| Closed | -$6K | – | 3366 |
|
|
2022
Q4 | $6K | Buy |
+622
| New | +$6K | ﹤0.01% | 3659 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3311 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3021 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2956 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2896 |
|