Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ADVISORSHS ETF
-
Total 13F shares
-
246,600
-
Share change
-
+65,369
-
Total reported value
-
$14,625,564
-
Price per share
-
$59.32
-
Number of holders
-
22
-
Value change
-
+$3,917,786
-
Number of buys
-
16
-
Number of sells
-
6
Institutional Holders of ADVISORSHARES TR - ADVISORSHS ETF (CWS) as of Q4 2023
As of 31 Dec 2023,
ADVISORSHARES TR - ADVISORSHS ETF (CWS) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
246,600 shares.
The largest 10 holders included
CIBC WORLD MARKET INC., LPL Financial LLC, OSAIC HOLDINGS, INC., Cetera Advisor Networks LLC, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, THRIVENT FINANCIAL FOR LUTHERANS, Cerity Partners LLC, SPRENG CAPITAL MANAGEMENT, INC., Equitable Holdings, Inc., and CONCOURSE FINANCIAL GROUP SECURITIES, INC..
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.