Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Total 13F shares
-
63,491
-
Share change
-
+2,364
-
Total reported value
-
$7,081,422
-
Price per share
-
$111.52
-
Number of holders
-
24
-
Value change
-
+$263,145
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q1 2025
As of 31 Mar 2025,
ADVISORSHARES TR - INSIDER ADVANTA (SURE) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,491 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, Caerus Investment Advisors, LLC, Waverly Advisors, LLC, RAYMOND JAMES FINANCIAL INC, SILVERLAKE WEALTH MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC, CITADEL ADVISORS LLC, Prime Capital Investment Advisors, LLC, and Private Advisor Group, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q1 2025 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.