Asset Allocation Strategies LLC - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 105 filers reported holding STRATEGY SHS in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Asset Allocation Strategies LLC ownership history of STRATEGY SHS
ValueSharesWeighting
Q2 2024$1,279,659
+25.0%
60,585
+25.5%
0.43%
+18.8%
Q1 2024$1,023,828
+24.0%
48,271
+20.8%
0.36%
+12.1%
Q4 2023$825,976
-86.5%
39,943
-87.5%
0.32%
-88.6%
Q3 2023$6,113,282
-1.5%
319,901
+4.8%
2.82%
-3.7%
Q2 2023$6,207,717
+237.5%
305,347
+235.8%
2.93%
-44.7%
Q1 2023$1,839,380
-76.1%
90,924
-76.9%
5.30%
+1.2%
Q4 2022$7,707,945393,6585.23%
Other shareholders
STRATEGY SHS shareholders Q2 2024
NameSharesValueWeighting ↓
Berger Financial Group, Inc 231,606$5,934,0001.07%
BEAM WEALTH ADVISORS, INC. 35,951$921,0000.79%
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 80,235$2,056,0000.75%
Accel Wealth Management 36,899$945,0000.63%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 51,283$1,314,0000.44%
Dynamic Advisor Solutions LLC 106,095$2,718,0000.22%
Kovack Advisors, Inc. 52,976$1,357,0000.15%
Patriot Financial Group Insurance Agency, LLC 32,286$827,0000.15%
DCM Advisors, LLC 8,950$229,0000.13%
Cadent Capital Advisors, LLC 11,942$306,0000.13%
View complete list of STRATEGY SHS shareholders