Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ADVISORSHS ETF
-
Total 13F shares
-
470,572
-
Share change
-
+223,973
-
Total reported value
-
$29,970,017
-
Price per share
-
$63.69
-
Number of holders
-
29
-
Value change
-
+$14,400,444
-
Number of buys
-
20
-
Number of sells
-
9
Institutional Holders of ADVISORSHARES TR - ADVISORSHS ETF (CWS) as of Q1 2024
As of 31 Mar 2024,
ADVISORSHARES TR - ADVISORSHS ETF (CWS) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
470,572 shares.
The largest 10 holders included
LPL Financial LLC, CIBC WORLD MARKET INC., OSAIC HOLDINGS, INC., Mason & Associates Inc, STIFEL FINANCIAL CORP, Cetera Investment Advisers, Kovack Advisors, Inc., ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, Thrivent Financial for Lutherans, and HRT FINANCIAL LP.
This page lists
29
institutional shareholders reporting positions in this security
for the Q1 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.