Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DORSY FSM ALCP
-
Total 13F shares
-
1,877,942
-
Share change
-
+4,654
-
Total reported value
-
$69,495,108
-
Price per share
-
$37.00
-
Number of holders
-
12
-
Value change
-
+$154,442
-
Number of buys
-
4
-
Number of sells
-
8
Institutional Holders of ADVISORSHARES TR - DORSY FSM ALCP (DWAW) as of Q1 2025
As of 31 Mar 2025,
ADVISORSHARES TR - DORSY FSM ALCP (DWAW) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,877,942 shares.
The largest 10 holders included
Virtus Wealth Solutions LLC, Prospera Financial Services Inc, MML INVESTORS SERVICES, LLC, Farther Finance Advisors, LLC, RAYMOND JAMES FINANCIAL INC, Private Advisor Group, LLC, Private Advisory Group LLC, LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q1 2025 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.