Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Total 13F shares
-
74,383
-
Share change
-
-16,689
-
Total reported value
-
$6,337,684
-
Price per share
-
$85.66
-
Number of holders
-
19
-
Value change
-
-$1,288,987
-
Number of buys
-
4
-
Number of sells
-
9
Institutional Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q4 2022
As of 31 Dec 2022,
ADVISORSHARES TR - INSIDER ADVANTA (SURE) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
74,383 shares.
The largest 10 holders included
ADVISOR GROUP HOLDINGS, INC., LPL Financial LLC, MORGAN STANLEY, 9258 Wealth Management, LLC, Private Advisor Group, LLC, Raymond James Financial Services Advisors, Inc., Belpointe Asset Management LLC, Prime Capital Investment Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Ancora Advisors, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 2022 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.