Advisorshares Tr Advisorshares CWS

CWS Quotes by TradingView
Institutional shares held 856,285
0 calls
0 puts
Total value of holdings $60.7M
$0 calls
$0 puts
# of Institutions 51

Quarterly Institutional Activity in CWS

Shares Bought
Shares Sold
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Top Institutions Holding CWS

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Latest Institutional Activity in CWS

Top Purchases

Q2 2025
True Wealth Advisors, LLC Shares Held: 12.4K ($880K)
3.45K Shares purchased
38.35% Added
Q2 2025
Nbc Securities, Inc. Shares Held: 1.57K ($111K)
660 Shares purchased
72.93% Added
Q2 2025
Kingsman Wealth Management, Inc. Shares Held: 13.3K ($942K)
63 Shares purchased
0.48% Added
Q1 2025
Trademark Financial Management, LLC Shares Held: 22.7K ($1.61M)
13.5K Shares purchased
146.33% Added
Q1 2025
Two Sigma Investments, LP Shares Held: 11.1K ($786K)
11.1K Shares purchased
New Holding
View All Buyers

Top Sells

Q2 2025
Nova Wealth Management, Inc. Shares Held: 11.8K ($832K)
2.81K Shares sold
19.29% Reduced
Q2 2025
Catalytic Wealth Ria, LLC Shares Held: 18K ($1.27M)
1.19K Shares sold
6.22% Reduced
Q2 2025
Compass Ion Advisors, LLC Shares Held: 4.04K ($286K)
617 Shares sold
13.24% Reduced
Q1 2025
Lpl Financial LLC Shares Held: 88.5K ($6.27M)
27.3K Shares sold
23.55% Reduced
Q1 2025
Kovack Advisors, Inc. Shares Held: 21.8K ($1.54M)
1.42K Shares sold
6.12% Reduced
View All Sellers

About CWS

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CWS Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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