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Advisorshares Tr advisorshs etf shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Advisorshares Tr advisorshs etf (CWS) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Advisorshares Tr advisorshs etf

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All positions including Advisorshares Tr advisorshs etf held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 330 68.55
2025-06-30 $23k 330 69.92
2025-03-31 $22k 329 65.59
2024-12-31 $21k 330 64.69

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Top funds holding Advisorshares Tr advisorshs etf

CIBC World Markets
Advisor Group Holdings
LPL Financial
Kestra Advisory Services
Stifel Financial
Cetera Investment Advisers
Trademark Financial Management
Mason & Associates
Raymond James Financial
Catalytic Wealth RIA
Kovack Advisors
Merit Financial Group
TrueWealth Advisors
Kingsman Wealth Management
Patriot Financial Group Insurance Agency

View all funds holding Advisorshares Tr advisorshs etf