CUSIP: 00768Y818
Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / INSIDER ADVANTA
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Total 13F shares
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58,820
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Share change
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-166
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Total reported value
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$7,002,141
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Price per share
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$119.04
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Number of holders
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21
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Value change
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-$19,760
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Number of buys
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6
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Number of sells
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3
Quarterly Holders Quick Answers
What is CUSIP 00768Y818?
CUSIP 00768Y818 identifies SURE - ADVISORSHARES TR - INSIDER ADVANTA in SEC institutional holdings data.
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Newer quarter:
Q4 2024
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Previous quarter:
Q2 2024
Recent filing periods for CUSIP 00768Y818:
Institutional Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q3 2024
As of 30 Sep 2024,
ADVISORSHARES TR - INSIDER ADVANTA (SURE) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
58,820 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, OSAIC HOLDINGS, INC., Caerus Investment Advisors, LLC, 9258 Wealth Management, LLC, Raymond James Financial Services Advisors, Inc., SILVERLAKE WEALTH MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC, Private Advisor Group, LLC, and Ancora Advisors LLC.
This page lists
21
institutional shareholders reporting positions in this security
for the Q3 2024 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.