ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 92 filers reported holding ADVISORSHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,940 | -14.6% | 25,421 | -35.8% | 0.00% | – |
| Q2 2023 | $101,759 | +6.8% | 39,595 | +20.5% | 0.00% | – |
| Q1 2023 | $95,323 | +11.9% | 32,870 | +39.0% | 0.00% | – |
| Q4 2022 | $85,151 | -1.0% | 23,653 | +17.3% | 0.00% | – |
| Q3 2022 | $86,000 | -5.5% | 20,170 | +17.0% | 0.00% | – |
| Q2 2022 | $91,000 | -34.1% | 17,240 | +33.4% | 0.00% | -100.0% |
| Q1 2022 | $138,000 | -21.1% | 12,923 | -3.7% | 0.00% | 0.0% |
| Q4 2021 | $175,000 | – | 13,419 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 62,450 | $1,476,000 | 1.14% |
| Florin Court Capital LLP | 25,700 | $608,000 | 0.64% |
| A. D. Beadell Investment Counsel, Inc. | 34,950 | $826,000 | 0.56% |
| Spectrum Asset Management, Inc. (NB/CA) | 16,329 | $386,000 | 0.12% |
| VALLEY NATIONAL ADVISERS INC | 12,652 | $299,000 | 0.06% |
| NEXT Financial Group, Inc | 25,410 | $601,000 | 0.05% |
| Kestra Advisory Services, LLC | 129,600 | $3,064,000 | 0.04% |
| ROCKY MOUNTAIN ADVISERS, LLC | 750 | $18,000 | 0.03% |
| PECONIC PARTNERS LLC | 10,000 | $236,000 | 0.02% |
| WOLFF WIESE MAGANA LLC | 1,125 | $27,000 | 0.02% |