Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Total 13F shares
-
100,915
-
Share change
-
-42,101
-
Total reported value
-
$9,059,338
-
Price per share
-
$89.77
-
Number of holders
-
25
-
Value change
-
-$3,442,640
-
Number of buys
-
7
-
Number of sells
-
12
Institutional Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q1 2021
As of 31 Mar 2021,
ADVISORSHARES TR - INSIDER ADVANTA (SURE) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
100,915 shares.
The largest 10 holders included
ADVISOR GROUP HOLDINGS, INC., MORGAN STANLEY, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., CITADEL ADVISORS LLC, Private Advisor Group, LLC, ROYAL BANK OF CANADA, 9258 Wealth Management, LLC, Flaharty Asset Management, LLC, and Belpointe Asset Management LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q1 2021 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.