Sugarloaf Wealth Management, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 57 filers reported holding ADVISORSHARES TR in Q4 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q4 2021$3,000
+50.0%
208
+108.0%
0.00%0.0%
Q3 2021$2,000
-91.3%
100
-90.7%
0.00%
-83.3%
Q2 2021$23,000
-8.0%
1,079
+0.1%
0.01%
-14.3%
Q1 2021$25,000
+38.9%
1,0780.0%0.01%
+16.7%
Q4 2020$18,000
+50.0%
1,078
+0.2%
0.01%
+50.0%
Q3 2020$12,000
+9.1%
1,076
+0.7%
0.00%0.0%
Q2 2020$11,000
+37.5%
1,068
+1.0%
0.00%0.0%
Q1 2020$8,000
-33.3%
1,057
+3.8%
0.00%
-20.0%
Q4 2019$12,0001,0180.01%
Other shareholders
ADVISORSHARES TR shareholders Q4 2020
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