Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ADVISORSHS ETF
-
Total 13F shares
-
607,148
-
Share change
-
+136,518
-
Total reported value
-
$37,749,111
-
Price per share
-
$62.17
-
Number of holders
-
38
-
Value change
-
+$8,474,002
-
Number of buys
-
22
-
Number of sells
-
10
Institutional Holders of ADVISORSHARES TR - ADVISORSHS ETF (CWS) as of Q2 2024
As of 30 Jun 2024,
ADVISORSHARES TR - ADVISORSHS ETF (CWS) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
607,148 shares.
The largest 10 holders included
LPL Financial LLC, CIBC WORLD MARKET INC., STIFEL FINANCIAL CORP, Mason & Associates Inc, OSAIC HOLDINGS, INC., Kestra Advisory Services, LLC, Cetera Investment Advisers, Kovack Advisors, Inc., ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, and Thrivent Financial for Lutherans.
This page lists
37
institutional shareholders reporting positions in this security
for the Q2 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.