Rockbridge Investment Management, LCC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 38 filers reported holding ADVISORSHARES TR in Q3 2020. The put-call ratio across all filers is 1.64 and the average weighting 0.0%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q4 2021$7,0000.0%519
+30.7%
0.00%0.0%
Q3 2021$7,000
-12.5%
3970.0%0.00%0.0%
Q2 2021$8,000
-20.0%
397
-9.2%
0.00%
-50.0%
Q1 2021$10,000
+42.9%
4370.0%0.00%
+100.0%
Q4 2020$7,000
+40.0%
4370.0%0.00%0.0%
Q3 2020$5,000
+25.0%
4370.0%0.00%0.0%
Q2 2020$4,0004370.00%
Other shareholders
ADVISORSHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
ROCKY MOUNTAIN ADVISERS, LLC 750$6,0000.02%
Simplicity Solutions, LLC 55,160$426,0000.01%
AE Wealth Management LLC 57,188$442,0000.01%
Banque Cantonale Vaudoise 10,319$80,0000.01%
Evolution Wealth Advisors, LLC 2,100$16,0000.01%
Sugarloaf Wealth Management, LLC 1,057$8,0000.00%
Cambridge Investment Research Advisors, Inc. 23,632$183,0000.00%
Global Wealth Management Investment Advisory, Inc. 300$2,0000.00%
LPL Financial LLC 47,398$366,0000.00%
COWEN AND COMPANY, LLC 39,800$5,0000.00%
View complete list of ADVISORSHARES TR shareholders