PERSONAL CFO SOLUTIONS, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 31 filers reported holding ADVISORSHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q1 2023$262,910
-14.5%
5,504
-3.3%
0.05%
-16.9%
Q4 2022$307,462
-29.2%
5,692
-42.3%
0.06%
-40.4%
Q3 2022$434,000
-11.4%
9,863
-2.3%
0.11%
-5.2%
Q2 2022$490,000
-22.7%
10,091
-4.5%
0.12%
-8.0%
Q1 2022$634,000
-22.9%
10,569
-17.4%
0.12%
-18.8%
Q4 2021$822,000
-1.7%
12,791
-2.8%
0.15%
-9.9%
Q3 2021$836,000
-13.5%
13,156
-9.5%
0.17%
-13.6%
Q2 2021$966,000
+5.7%
14,536
-0.8%
0.20%0.0%
Q1 2021$914,000
+0.4%
14,658
-2.0%
0.20%
-12.0%
Q4 2020$910,000
+90900.0%
14,953
+3.8%
0.22%
-32.4%
Q3 2020$1,000
-99.9%
14,409
-3.9%
0.33%
+41.7%
Q2 2020$794,000
-4.9%
14,989
-27.6%
0.24%
-21.7%
Q1 2020$835,000
+264.6%
20,711
+422.6%
0.30%
+354.5%
Q4 2019$229,0003,9630.07%
Other shareholders
ADVISORSHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
QP WEALTH MANAGEMENT, LLC 13,799$840,0000.93%
Claro Advisors LLC 18,148$1,105,0000.59%
PERSONAL CFO SOLUTIONS, LLC 14,953$910,0000.22%
STRATEGY ASSET MANAGERS LLC 7,072$431,0000.10%
WealthShield Partners, LLC 4,741$289,0000.05%
Prospera Financial Services Inc 8,946$545,0000.04%
MERCER GLOBAL ADVISORS INC /ADV 20,528$1,250,0000.02%
Janney Montgomery Scott LLC 52,553$3,200,0000.02%
REILLY FINANCIAL ADVISORS, LLC 1,500$91,0000.01%
Stratos Wealth Partners, LTD. 4,602$280,0000.01%
View complete list of ADVISORSHARES TR shareholders