LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2021$7,000
-22.2%
4480.0%0.00%
-33.3%
Q2 2021$9,000
+350.0%
448
+1020.0%
0.00%
+200.0%
Q1 2021$2,00040
+33.3%
0.00%
Q4 2020$0300.00%
Other shareholders
ADVISORSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 48,260$165,0490.15%
Navis Wealth Advisors, LLC 25,268$86,4160.12%
Waycross Investment Management Co 15,500$53,0100.06%
OLD MISSION CAPITAL LLC 256,082$875,8000.02%
Alera Investment Advisors, LLC 24,138$82,5520.01%
AllSquare Wealth Management LLC 3,150$10,7730.01%
Mutual Advisors, LLC 35,183$120,3250.01%
IHT Wealth Management, LLC 12,363$42,2820.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 6,000$20,5200.00%
Lindbrook Capital, LLC 1,450$4,9590.00%
View complete list of ADVISORSHARES TR shareholders