ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 57 filers reported holding ADVISORSHARES TR in Q4 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $195 | -17.0% | 57 | 0.0% | 0.00% | – |
| Q1 2024 | $235 | +36.6% | 57 | 0.0% | 0.00% | – |
| Q4 2023 | $172 | -11.8% | 57 | 0.0% | 0.00% | – |
| Q3 2023 | $195 | +33.6% | 57 | 0.0% | 0.00% | – |
| Q2 2023 | $146 | -11.5% | 57 | 0.0% | 0.00% | – |
| Q1 2023 | $165 | -18.7% | 57 | +1.8% | 0.00% | – |
| Q4 2022 | $203 | – | 56 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 56 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 56 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 56 | +3.7% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 54 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 58,384 | $960,000 | 0.67% |
| A. D. Beadell Investment Counsel, Inc. | 45,500 | $748,000 | 0.49% |
| Alera Investment Advisors, LLC | 24,400 | $401,000 | 0.12% |
| Gerber Kawasaki Wealth & Investment Management | 35,636 | $782,000 | 0.10% |
| EMFO, LLC | 6,500 | $107,000 | 0.09% |
| Spectrum Asset Management, Inc. (NB/CA) | 15,972 | $263,000 | 0.08% |
| VALLEY NATIONAL ADVISERS INC | 12,790 | $210,000 | 0.04% |
| NEXT Financial Group, Inc | 27,125 | $446,000 | 0.04% |
| Kestra Advisory Services, LLC | 117,533 | $1,933,000 | 0.02% |
| ROCKY MOUNTAIN ADVISERS, LLC | 750 | $12,000 | 0.02% |