Navis Wealth Advisors, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 92 filers reported holding ADVISORSHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.0%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$86,416
+30.3%
25,268
-2.1%
0.12%
+104.9%
Q2 2023$66,310
-11.7%
25,802
-0.4%
0.06%
-25.6%
Q1 2023$75,097
-23.4%
25,896
-4.9%
0.08%
-41.0%
Q4 2022$98,062
-69.1%
27,239
-63.5%
0.14%
-71.6%
Q3 2022$317,000
-15.7%
74,541
+4.3%
0.49%
+21.3%
Q2 2022$376,000
-58.6%
71,465
-15.9%
0.40%
-50.0%
Q1 2022$909,000
-35.9%
84,981
-22.1%
0.81%
-32.5%
Q4 2021$1,419,000
+47.8%
109,154
+87.0%
1.19%
+78.2%
Q3 2021$960,000
-31.3%
58,384
-11.9%
0.67%
-42.9%
Q2 2021$1,397,000
-5.4%
66,250
+6.1%
1.17%
+2.6%
Q1 2021$1,476,000
-19.1%
62,450
-41.8%
1.14%
-30.6%
Q4 2020$1,825,000107,3781.65%
Other shareholders
ADVISORSHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Banco BTG Pactual S.A. 389,800$1,122,6240.42%
Concorde Asset Management, LLC 26,920$78,0680.09%
Navis Wealth Advisors, LLC 25,896$75,0970.08%
Waycross Investment Management Co 15,500$44,9500.04%
ETF Store, Inc. 10,063$26,4660.02%
Alera Investment Advisors, LLC 24,138$70,0000.02%
Psagot Value Holdings Ltd. / (Israel) 8,735$250.01%
AllSquare Wealth Management LLC 3,150$9,1350.01%
EMFO, LLC 1,695$4,9160.01%
Gordian Capital Singapore Pte Ltd 430$20.00%
View complete list of ADVISORSHARES TR shareholders