SFI Advisors, LLC - ADVISORSHARES TR ownership

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ADVISORSHARES TR's ticker is CWS and the CUSIP is 00768Y560. A total of 10 filers reported holding ADVISORSHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
SFI Advisors, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q4 2022$377,607
-84.7%
7,941
-86.8%
0.41%
-85.7%
Q3 2022$2,475,000
-1.2%
60,240
+1.2%
2.88%
+3.6%
Q2 2022$2,504,000
-5.2%
59,532
+8.8%
2.78%
+72.4%
Q1 2022$2,642,000
-5.4%
54,741
+0.9%
1.61%
-34.7%
Q4 2021$2,792,000–54,240–2.47%–
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Other shareholders
ADVISORSHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 20,340$1,061,1400.51%
SPRENG CAPITAL MANAGEMENT, INC. 10,920$569,6980.42%
IRON Financial LLC 4,000$208,6810.12%
Kovack Advisors, Inc. 4,354$227,1490.03%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 6,984$364,3550.03%
Cetera Advisor Networks LLC 19,819$1,033,9590.01%
Cerity Partners LLC 14,157$738,5850.00%
CIBC WORLD MARKET INC. 16,309$8510.00%
AE Wealth Management LLC 6,487$338,4270.00%
OSAIC HOLDINGS, INC. 25,523$1,331,4910.00%
View complete list of ADVISORSHARES TR shareholders