A detailed history of Merit Financial Group, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Merit Financial Group, LLC holds 14,459 shares of CWS stock, worth $997,815. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,459
Previous 19,705 26.62%
Holding current value
$997,815
Previous $1.28 Million 21.12%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$59.37 - $70.0 $311,455 - $367,220
-5,246 Reduced 26.62%
14,459 $1.01 Million
Q1 2025

Apr 09, 2025

BUY
$63.1 - $68.75 $232,775 - $253,618
3,689 Added 23.03%
19,705 $1.28 Million
Q4 2024

Jan 15, 2025

BUY
$64.77 - $71.56 $1.04 Million - $1.15 Million
16,016 New
16,016 $1.04 Million

Others Institutions Holding CWS

About ADVISORSHARES TR ADVISORSHARES


  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC 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 Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.