PERSONAL CFO SOLUTIONS, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 28 filers reported holding ADVISORSHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
HARVEST GROUP WEALTH MANAGEMENT, LLC 104,377$5,557,0003.84%
Sequoia Wealth Management, LLC 48,210$2,532,0002.69%
WealthShield Partners, LLC 58,913$3,137,0001.91%
NWAM LLC 35,235$1,876,0000.44%
Private Advisory Group LLC 9,355$498,0000.25%
CENTAURUS FINANCIAL, INC. 19,239$1,024,0000.14%
Dynamic Advisor Solutions LLC 9,539$508,0000.12%
FIRST FINANCIAL CORP /IN/ 2,909$155,0000.11%
BB&T SECURITIES, LLC 165,065$8,787,0000.09%
Laurel Wealth Advisors, Inc. 5,394$287,0000.08%
View complete list of ADVISORSHARES TR shareholders