Institutional shares held 489,205
0 calls
0 puts
Total value of holdings $31.5M
$0 calls
$0 puts
# of Institutions 33

Latest Institutional Activity in CWS

Top Purchases

Q2 2024
Compass Ion Advisors, LLC Shares Held: 3.27K ($211K)
Q1 2024
Lpl Financial LLC Shares Held: 85.5K ($5.5M)
Q1 2024
Mason & Associates Inc Shares Held: 38.9K ($2.5M)
Q1 2024
Stifel Financial Corp Shares Held: 32.1K ($2.06M)
Q1 2024
Cetera Investment Advisers Shares Held: 24.8K ($1.6M)

Top Sells

Q1 2024
Concourse Financial Group Securities, Inc. Shares Held: 4.94K ($318K)
Q1 2024
Cetera Advisor Networks LLC Shares Held: 19.9K ($1.28M)
Q1 2024
Zimmermann Investment Management & Planning LLC Shares Held: 21.1K ($1.35M)
Q1 2024
Spreng Capital Management, Inc. Shares Held: 9.18K ($591K)
Q1 2024
Ae Wealth Management LLC Shares Held: 6.68K ($429K)

About CWS

Track Institutional and Insider Activities on CWS

Follow ADVISORSHARES TR ADVISORSHARES and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CWS shares.

Notify only if

Insider Trading

Get notified when an Advisorshares Tr Advisorshares insider buys or sells CWS shares.

Notify only if



Track Activities on CWS