Asset Dedication, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 60 filers reported holding ADVISORSHARES TR in Q1 2024. The put-call ratio across all filers is 1.60 and the average weighting 0.0%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q2 2024$3551050.0%0.00%
Q1 2024$01050.0%0.00%
Q4 2023$01050.0%0.00%
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 Q1 2024
NameSharesValueWeighting ↓
Banco BTG Pactual S.A. 403,800$2,124,0001.38%
Navis Wealth Advisors, LLC 71,465$376,0000.40%
Kingsbury Capital Investment Advisors LLC 13,808$73,0000.10%
EMFO, LLC 12,595$66,0000.07%
ETF Store, Inc. 11,735$65,0000.05%
AllSquare Wealth Management LLC 3,150$17,0000.01%
HRT FINANCIAL LP 200,756$1,055,0000.01%
Gerber Kawasaki Wealth & Investment Management 16,690$87,0000.01%
ROCKY MOUNTAIN ADVISERS, LLC 750$4,0000.01%
VALLEY NATIONAL ADVISERS INC 4,604$26,0000.01%
View complete list of ADVISORSHARES TR shareholders