Purchases and Sales Made in Q2 2025 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q2 2025. The information is specifically focused on institutions that hold shares of ADVISORSHARES DORSEY WRIGHT AD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783New |
$48.9K - $62.9K
|
783
$62K
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
215New |
$13.4K - $17.3K
|
215
$17K
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-602- 13.97% |
$37.6K - $48.3K
|
3.71K
$294K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-697- 6.05% |
$43.5K - $56K
|
10.8K
$858K
|