ADVISORSHARES TR's ticker is DWSH and the CUSIP is 00768Y529.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,124,000 | +70.7% | 231,329 | +62.6% | 0.00% | – |
Q2 2023 | $1,244,000 | +239.0% | 142,269 | +250.4% | 0.00% | – |
Q1 2023 | $367,000 | -48.3% | 40,601 | -43.0% | 0.00% | – |
Q4 2022 | $710,000 | -77.4% | 71,283 | -74.8% | 0.00% | -100.0% |
Q3 2022 | $3,136,000 | +308.3% | 282,506 | +284.9% | 0.00% | – |
Q2 2022 | $768,000 | +2642.9% | 73,392 | +2131.4% | 0.00% | – |
Q1 2022 | $28,000 | -97.4% | 3,289 | -97.4% | 0.00% | – |
Q4 2021 | $1,061,000 | -63.8% | 125,069 | -62.5% | 0.00% | -100.0% |
Q3 2021 | $2,929,000 | +184.6% | 333,589 | +176.9% | 0.00% | – |
Q2 2021 | $1,029,000 | +547.2% | 120,480 | +601.5% | 0.00% | – |
Q1 2021 | $159,000 | -90.2% | 17,174 | -87.9% | 0.00% | – |
Q4 2020 | $1,625,000 | -84.8% | 142,253 | -74.7% | 0.00% | -100.0% |
Q3 2020 | $10,699,000 | +1.5% | 561,930 | +3.2% | 0.00% | 0.0% |
Q2 2020 | $10,539,000 | -28.4% | 544,390 | +31.6% | 0.00% | -42.9% |
Q1 2020 | $14,713,000 | +980.2% | 413,638 | +592.9% | 0.01% | – |
Q4 2019 | $1,362,000 | +90.5% | 59,699 | +116.6% | 0.00% | – |
Q3 2019 | $715,000 | +95.4% | 27,560 | +88.5% | 0.00% | – |
Q2 2019 | $366,000 | -22.8% | 14,620 | -23.5% | 0.00% | – |
Q1 2019 | $474,000 | +113.5% | 19,120 | +162.9% | 0.00% | – |
Q4 2018 | $222,000 | +416.3% | 7,274 | +327.9% | 0.00% | – |
Q3 2018 | $43,000 | – | 1,700 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Csenge Advisory Group | 206,207 | $1,724,000 | 0.14% |
Vanguard Capital Wealth Advisors | 18,867 | $157,000 | 0.11% |
KESTRA PRIVATE WEALTH SERVICES, LLC | 76,929 | $643,000 | 0.03% |
IFP Advisors, Inc | 63,999 | $1,597,000 | 0.02% |
Main Street Financial Solutions, LLC | 10,081 | $84,000 | 0.01% |
OSAIC HOLDINGS, INC. | 32,701 | $272,000 | 0.00% |
Worth Asset Management, LLC | 230 | $2,000 | 0.00% |
Castleview Partners, LLC | 295 | $2,000 | 0.00% |
MORGAN STANLEY | 206 | $2,000 | 0.00% |
ROYAL BANK OF CANADA | 3,289 | $28,000 | 0.00% |