Dynamic Advisor Solutions LLC - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 2 filers reported holding STRATEGY SHS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$382,847
-23.1%
20,034
-18.2%
0.02%
-30.8%
Q2 2023$498,155
-46.0%
24,503
-46.2%
0.03%
-51.9%
Q1 2023$922,167
-34.8%
45,584
-36.9%
0.05%
-44.3%
Q4 2022$1,414,369
-2.4%
72,235
-4.3%
0.10%
-11.8%
Q3 2022$1,449,000
-26.7%
75,463
-21.4%
0.11%
-27.6%
Q2 2022$1,977,000
-30.7%
95,989
-18.8%
0.15%
-23.2%
Q1 2022$2,851,000
-5.4%
118,242
+1.9%
0.20%
-7.9%
Q4 2021$3,014,000
+4.7%
115,995
+0.5%
0.22%
-0.9%
Q3 2021$2,880,000
+6.0%
115,465
+8.8%
0.22%
+0.9%
Q2 2021$2,718,000
+24.5%
106,095
+20.2%
0.22%
+5.9%
Q1 2021$2,183,000
+143.1%
88,250
+151.1%
0.20%
+141.7%
Q4 2020$898,00035,1500.08%
Other shareholders
STRATEGY SHS shareholders Q4 2023
NameSharesValueWeighting ↓
Asset Allocation Strategies LLC 90,924$1,839,3805.30%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 383,729$7,670,7402.02%
Kades & Cheifetz LLC 69,897$1,414,0241.12%
Berger Financial Group, Inc 410,358$8,301,5411.00%
BEAM WEALTH ADVISORS, INC. 44,533$900,9080.90%
Accel Wealth Management 82,708$1,673,1810.68%
Balboa Wealth Partners 74,503$1,507,2040.57%
Cadent Capital Advisors, LLC 43,652$883,0750.40%
Clearview Wealth Advisors LLC 19,168$387,7710.39%
Capital Advisory Group Advisory Services, LLC 24,973$505,2040.30%
View complete list of STRATEGY SHS shareholders