Capital Asset Advisory Services LLC - ABRDN ETFS ownership

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ABRDN ETFS
ValueSharesWeighting
Q3 2023$238,604
-8.9%
7,299
-8.0%
0.02%
-11.1%
Q2 2023$262,027
-3.7%
7,933
-3.4%
0.02%
-10.0%
Q1 2023$272,212
-8.8%
8,214
-4.8%
0.02%
-16.7%
Q4 2022$298,5818,6320.02%
Other shareholders
ABRDN ETFS shareholders Q4 2023
NameSharesValueWeighting ↓
Nauset Wealth Management. LLC 146,095$4,491,0004.28%
RETIREMENT GUYS FORMULA LLC 46,876$1,441,0001.14%
Ifrah Financial Services, Inc. 112,405$3,577,0000.50%
Accel Wealth Management 19,891$611,0000.30%
Mengis Capital Management, Inc. 25,689$789,0000.15%
Freedom Investment Management, Inc. 28,298$870,0000.06%
Clear Creek Financial Management, LLC 12,420$382,0000.06%
GREAT LAKES ADVISORS, LLC 16,906$520,0000.01%
Spire Wealth Management 5,258$162,0000.00%
OSAIC HOLDINGS, INC. 33,454$1,029,0000.00%
View complete list of ABRDN ETFS shareholders