BELLEVUE ASSET MANAGEMENT, LLC - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 120 filers reported holding STRATEGY SHS in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$21,987
-4.6%
1,147
+1.2%
0.02%
+7.1%
Q2 2023$23,047
+1.7%
1,133
+1.2%
0.01%
-6.7%
Q1 2023$22,660
+4.8%
1,120
+1.3%
0.02%
-11.8%
Q4 2022$21,629
+3.0%
1,106
+1.1%
0.02%
+6.2%
Q3 2022$21,000
-4.5%
1,094
+1.3%
0.02%0.0%
Q2 2022$22,000
-15.4%
1,080
+1.2%
0.02%0.0%
Q1 2022$26,000
-3.7%
1,067
+1.1%
0.02%0.0%
Q4 2021$27,000
+3.8%
1,055
+1.2%
0.02%0.0%
Q3 2021$26,000
-21.2%
1,042
-18.7%
0.02%
-20.0%
Q2 2021$33,000
-34.0%
1,281
-36.6%
0.02%
-35.5%
Q1 2021$50,000
-2.0%
2,019
+0.4%
0.03%0.0%
Q4 2020$51,000
+18.6%
2,011
+14.9%
0.03%
+3.3%
Q3 2020$43,000
+19.4%
1,750
+16.7%
0.03%
-18.9%
Q2 2020$36,000
+2.9%
1,5000.0%0.04%
+2.8%
Q1 2020$35,000
-5.4%
1,5000.0%0.04%
+24.1%
Q4 2019$37,0001,5000.03%
Other shareholders
STRATEGY SHS shareholders Q4 2022
NameSharesValueWeighting ↓
Asset Allocation Strategies LLC 319,901$6,113,2822.82%
Kades & Cheifetz LLC 158,524$3,029,3932.40%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 401,689$7,676,2801.85%
Accel Wealth Management 77,942$1,489,4630.83%
Berger Financial Group, Inc 325,091$6,212,4910.71%
BEAM WEALTH ADVISORS, INC. 43,365$828,7050.59%
GeoWealth Management, LLC 196,156$3,7490.42%
Clearview Wealth Advisors LLC 15,636$298,7960.37%
Cadent Capital Advisors, LLC 41,999$802,6010.33%
Capital Advisory Group Advisory Services, LLC 23,798$454,7800.26%
View complete list of STRATEGY SHS shareholders