SOA Wealth Advisors, LLC. - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is MSOS and the CUSIP is 00768Y453. A total of 151 filers reported holding ADVISORSHARES TR in Q3 2021. The put-call ratio across all filers is 1.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$4,550
+43.4%
5730.0%0.00%0.0%
Q2 2023$3,174
-2.6%
5730.0%0.00%0.0%
Q1 2023$3,260
-18.6%
5730.0%0.00%0.0%
Q4 2022$4,005
-19.9%
5730.0%0.00%
-50.0%
Q3 2022$5,0000.0%5730.0%0.00%
+100.0%
Q2 2022$5,000
-54.5%
5730.0%0.00%
-66.7%
Q1 2022$11,000
-21.4%
5730.0%0.00%0.0%
Q4 2021$14,000
-22.2%
573
-3.4%
0.00%
-40.0%
Q3 2021$18,000
-21.7%
593
+1.7%
0.01%
-16.7%
Q2 2021$23,000
+27.8%
583
+30.1%
0.01%
+20.0%
Q1 2021$18,000
-25.0%
4480.0%0.01%
-28.6%
Q4 2020$24,0004480.01%
Other shareholders
ADVISORSHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cheyne Capital Management (UK) LLP 180,401$5,693,0003.39%
Navis Wealth Advisors, LLC 103,589$3,269,0002.28%
Financial Enhancement Group LLC 350,487$11,061,0002.09%
Danda Trouve Investment Management, Inc. 46,535$1,469,0001.77%
Raffles Associates 50,000$1,578,0001.46%
PEAK FINANCIAL ADVISORS LLC 50,553$1,595,0001.40%
HARBERT FUND ADVISORS, INC. 120,000$3,787,0001.34%
Zuckerman Investment Group, LLC 244,607$7,720,0001.28%
Gerber Kawasaki Wealth & Investment Management 232,606$7,341,0000.95%
INTREPID CAPITAL MANAGEMENT INC 54,142$1,709,0000.84%
View complete list of ADVISORSHARES TR shareholders