9258 Wealth Management, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is DBLV and the CUSIP is 00768Y818. A total of 27 filers reported holding ADVISORSHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$617,537
+18.0%
6,517
+18.7%
0.12%
+22.4%
Q2 2023$523,374
+6.2%
5,4900.0%0.10%
-2.0%
Q1 2023$493,026
+4.8%
5,4900.0%0.10%
-2.0%
Q4 2022$470,284
+9.9%
5,4900.0%0.10%
-6.4%
Q3 2022$428,000
-8.7%
5,4900.0%0.11%
-9.2%
Q2 2022$469,000
-12.5%
5,4900.0%0.12%
-3.2%
Q1 2022$536,000
-0.6%
5,4900.0%0.12%0.0%
Q4 2021$539,000
+5.1%
5,4900.0%0.12%
-9.5%
Q3 2021$513,000
-2.1%
5,4900.0%0.14%
-2.8%
Q2 2021$524,000
+6.3%
5,4900.0%0.14%
-4.7%
Q1 2021$493,000
+12.0%
5,4900.0%0.15%
+3.5%
Q4 2020$440,000
+18.3%
5,4900.0%0.14%
+1.4%
Q3 2020$372,000
-1.3%
5,490
-3.5%
0.14%
-7.8%
Q2 2020$377,0005,6900.15%
Other shareholders
ADVISORSHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Partnervest Advisory Services LLC 7,931$462,0000.22%
Miller Investment Management, LP 6,355$370,0000.13%
Ancora Advisors LLC 19,238$1,121,0000.11%
MSI Financial Services Inc 28,695$1,672,0000.06%
SII INVESTMENTS INC/WI 6,990$408,0000.03%
LADENBURG THALMANN FINANCIAL SERVICES INC. 19,321$1,125,0000.02%
HighTower Advisors, LLC 20,950$1,225,0000.01%
LPL Financial LLC 19,223$1,116,0000.01%
IFP Advisors, Inc 1,400$82,0000.00%
Advisor Group, Inc. 2,526$147,0000.00%
View complete list of ADVISORSHARES TR shareholders