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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
2024-03-31 $231k 3.6k 63.69

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Etf Ser Solutions Aptus Enhanced (JUCY)
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View all positions for TrueWealth Advisors

Top funds holding Advisorshares Tr advisorshs etf

Mason & Associates
Advisor Group Holdings
Kovack Advisors
Zimmermann Investment Management & Planning
HPM Partners
Patriot Financial Group Insurance Agency
Spreng Capital Management
AE Wealth Management
Proequities
Jane Street
Iron Financial
TrueWealth Advisors
Royal Bank of Canada
Harbour Investments
CWM

View all funds holding Advisorshares Tr advisorshs etf