ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342 | +33.1% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $257 | -11.4% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $290 | -19.4% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $360 | – | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 62,450 | $1,476,000 | 1.14% |
| Florin Court Capital LLP | 25,700 | $608,000 | 0.64% |
| A. D. Beadell Investment Counsel, Inc. | 34,950 | $826,000 | 0.56% |
| Spectrum Asset Management, Inc. (NB/CA) | 16,329 | $386,000 | 0.12% |
| VALLEY NATIONAL ADVISERS INC | 12,652 | $299,000 | 0.06% |
| NEXT Financial Group, Inc | 25,410 | $601,000 | 0.05% |
| Kestra Advisory Services, LLC | 129,600 | $3,064,000 | 0.04% |
| ROCKY MOUNTAIN ADVISERS, LLC | 750 | $18,000 | 0.03% |
| PECONIC PARTNERS LLC | 10,000 | $236,000 | 0.02% |
| WOLFF WIESE MAGANA LLC | 1,125 | $27,000 | 0.02% |