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Advisorshares Tr advisorshs etf shares owned by Private Ocean

Quarter-by-quarter ownership of Advisorshares Tr advisorshs etf (CWS) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Advisorshares Tr advisorshs etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3k 21 62.19
2023-12-31 $1.2k 21 59.33
2023-03-31 $1.1k 21 50.86
2022-12-31 $998 21 47.57
2022-03-31 $999 21 47.62

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iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding Advisorshares Tr advisorshs etf

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Zimmermann Investment Management & Planning
Thrivent Financial for Lutherans
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View all funds holding Advisorshares Tr advisorshs etf