Asset Dedication, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 61 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$01050.0%0.00%
Q2 2023$01050.0%0.00%
Q1 2023$01050.0%0.00%
Q4 2022$01050.0%0.00%
Q3 2022$0
-100.0%
1050.0%0.00%
Q2 2022$1,0000.0%1050.0%0.00%
Q1 2022$1,0000.0%105
-23.4%
0.00%
Q4 2021$1,000
-66.7%
1370.0%0.00%
Q3 2021$3,0000.0%1370.0%0.00%
Q2 2021$3,000
+200.0%
137
+128.3%
0.00%
Q1 2021$1,000
-66.7%
60
-63.6%
0.00%
-100.0%
Q4 2020$3,000
+50.0%
1650.0%0.00%
Q3 2020$2,000
+100.0%
165
+179.7%
0.00%
Q2 2020$1,00059
+1.7%
0.00%
Q1 2020$0
-100.0%
58
-64.2%
0.00%
-100.0%
Q4 2019$2,000
+100.0%
162
+189.3%
0.00%
Q3 2019$1,000560.00%
Other shareholders
ADVISORSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ROCKY MOUNTAIN ADVISERS, LLC 750$6,0000.02%
Simplicity Solutions, LLC 55,160$426,0000.01%
AE Wealth Management LLC 57,188$442,0000.01%
Banque Cantonale Vaudoise 10,319$80,0000.01%
Evolution Wealth Advisors, LLC 2,100$16,0000.01%
Sugarloaf Wealth Management, LLC 1,057$8,0000.00%
Cambridge Investment Research Advisors, Inc. 23,632$183,0000.00%
Global Wealth Management Investment Advisory, Inc. 300$2,0000.00%
LPL Financial LLC 47,398$366,0000.00%
COWEN AND COMPANY, LLC 39,800$5,0000.00%
View complete list of ADVISORSHARES TR shareholders