Alera Investment Advisors, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 61 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$82,552
+33.1%
24,1380.0%0.01%
+7.7%
Q2 2023$62,035
-11.4%
24,1380.0%0.01%
-18.8%
Q1 2023$70,000
-19.4%
24,1380.0%0.02%
-23.8%
Q4 2022$86,897
-15.6%
24,1380.0%0.02%
-27.6%
Q3 2022$103,000
-60.4%
24,138
-0.7%
0.03%
-50.8%
Q1 2022$260,000
-17.7%
24,300
-0.4%
0.06%
-32.2%
Q4 2021$316,000
-21.2%
24,4000.0%0.09%
-26.3%
Q3 2021$401,000
-22.1%
24,4000.0%0.12%
-23.9%
Q2 2021$515,00024,4000.16%
Other shareholders
ADVISORSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Banco BTG Pactual S.A. 389,800$1,122,6240.42%
Concorde Asset Management, LLC 26,920$78,0680.09%
Navis Wealth Advisors, LLC 25,896$75,0970.08%
Waycross Investment Management Co 15,500$44,9500.04%
ETF Store, Inc. 10,063$26,4660.02%
Alera Investment Advisors, LLC 24,138$70,0000.02%
Psagot Value Holdings Ltd. / (Israel) 8,735$250.01%
AllSquare Wealth Management LLC 3,150$9,1350.01%
EMFO, LLC 1,695$4,9160.01%
Gordian Capital Singapore Pte Ltd 430$20.00%
View complete list of ADVISORSHARES TR shareholders