Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSY FSM ALCP
-
Total 13F shares
-
1,941,125
-
Share change
-
-457,266
-
Total reported value
-
$65,777,196
-
Price per share
-
$33.89
-
Number of holders
-
10
-
Value change
-
-$15,446,167
-
Number of buys
-
2
-
Number of sells
-
10
Institutional Holders of ADVISORSHARES TR - DORSY FSM ALCP (DWAW) as of Q4 2023
As of 31 Dec 2023,
ADVISORSHARES TR - DORSY FSM ALCP (DWAW) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,941,125 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Prospera Financial Services Inc, MML INVESTORS SERVICES, LLC, D.A. DAVIDSON & CO., Raymond James Financial Services Advisors, Inc., Private Advisor Group, LLC, RAYMOND JAMES & ASSOCIATES, Private Advisory Group LLC, ROYAL BANK OF CANADA, and Tower Research Capital LLC (TRC).
This page lists
10
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.