Mason & Associates Inc Advisorshares Tr Advisorshares Transaction History

Mason & Associates Inc

  • $408 Million
  • Q4 2024

A detailed history of Mason & Associates Inc transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Mason & Associates Inc holds 37,145 shares of CWS stock, worth $2.42 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
37,145
Previous 35,732 3.95%
Holding current value
$2.42 Million
Previous $2.46 Million 2.04%
% of portfolio
0.59%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$64.77 - $71.56 $91,520 - $101,114
1,413 Added 3.95%
37,145 $2.41 Million
Q3 2024

Oct 22, 2024
SELL
$61.66 - $68.72 $294,056 - $327,725
-4,769 Reduced 11.78%
35,732 $2.46 Million
Q2 2024

Jul 18, 2024
BUY
$59.74 - $64.0 $95,106 - $101,888
1,592 Added 4.09%
40,501 $2.52 Million
Q1 2024

Apr 23, 2024
BUY
$57.96 - $63.69 $2.26 Million - $2.48 Million
38,909 New
38,909 $2.48 Million

Others Institutions Holding CWS

# of Institutions
48
Shares Held
702K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
Track This Portfolio

Track Mason & Associates Inc Portfolio

Follow Mason & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mason & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mason & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email