Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ADVISORSHS ETF
-
Total 13F shares
-
190,691
-
Share change
-
+52,772
-
Total reported value
-
$10,286,600
-
Price per share
-
$53.95
-
Number of holders
-
17
-
Value change
-
+$2,918,686
-
Number of buys
-
8
-
Number of sells
-
9
Institutional Holders of ADVISORSHARES TR - ADVISORSHS ETF (CWS) as of Q2 2023
As of 30 Jun 2023 ADVISORSHARES TR - ADVISORSHS ETF (CWS) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 190,691 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Fulcrum Equity Management, OSAIC HOLDINGS, INC., Cetera Advisor Networks LLC, Cerity Partners LLC, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, SPRENG CAPITAL MANAGEMENT, INC., Legacy Capital Group California, Inc., CONCOURSE FINANCIAL GROUP SECURITIES, INC., and AE Wealth Management LLC.
This table shows 17 institutional shareholders of the security as of 30 Jun 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.