Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Total 13F shares
-
73,523
-
Share change
-
-33,342
-
Total reported value
-
$5,064,353
-
Price per share
-
$69.02
-
Number of holders
-
15
-
Value change
-
-$2,301,066
-
Number of buys
-
4
-
Number of sells
-
6
Institutional Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q4 2024
As of 31 Dec 2024,
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
73,523 shares.
The largest 10 holders included
RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, Prospera Financial Services Inc, LPL Financial LLC, MORGAN STANLEY, OneDigital Investment Advisors LLC, STRATEGY ASSET MANAGERS LLC, WELLS FARGO & COMPANY/MN, and OSAIC HOLDINGS, INC..
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 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.