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Advisorshares Tr advisorshs etf shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Advisorshares Tr advisorshs etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 4.5k 68.72
2024-06-30 $249k 4.0k 62.17
2024-03-31 $231k 3.6k 63.69

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View all positions for TrueWealth Advisors

Top funds holding Advisorshares Tr advisorshs etf

Colony
LPL Financial
CIBC World Markets
Stifel Financial
Kestra Advisory Services
Advisor Group Holdings
Mason & Associates
Cetera Investment Advisers
Kovack Advisors
Zimmermann Investment Management & Planning
Thrivent Financial for Lutherans
Catalytic Wealth RIA
Old Mission Capital
Patriot Financial Group Insurance Agency
HPM Partners

View all funds holding Advisorshares Tr advisorshs etf