Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ADVISORSHS ETF
-
Total 13F shares
-
190,691
-
Share change
-
+53,308
-
Total reported value
-
$10,286,600
-
Price per share
-
$53.95
-
Number of holders
-
17
-
Value change
-
+$2,947,604
-
Number of buys
-
8
-
Number of sells
-
8
Institutional Holders of ADVISORSHARES TR - ADVISORSHS ETF (CWS) as of Q2 2023
As of 30 Jun 2023,
ADVISORSHARES TR - ADVISORSHS ETF (CWS) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
190,691 shares.
The largest 10 holders included
LPL Financial LLC, Fulcrum Equity Management, OSAIC HOLDINGS, INC., Cetera Advisor Networks LLC, Cerity Partners LLC, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, SPRENG CAPITAL MANAGEMENT, INC., Legacy Capital Group California, Inc., CONCOURSE FINANCIAL GROUP SECURITIES, INC., and AE Wealth Management LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q2 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.