Personal Cfo Solutions, LLC Advisorshares Dorsey Wright Ad Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	SELL	$45.1 - $50.43 $8,478 - $9,480	-188 Reduced 3.3%	5,504 $262,000
Q4 2022 Feb 14, 2023	SELL	$43.93 - $50.13 $183,232 - $209,092	-4,171 Reduced 42.29%	5,692 $271,000
Q3 2022 Nov 01, 2022	SELL	$43.8 - $52.74 $9,986 - $12,024	-228 Reduced 2.26%	9,863 $434,000
Q2 2022 Aug 05, 2022	SELL	$47.83 - $60.38 $22,862 - $28,861	-478 Reduced 4.52%	10,091 $490,000
Q1 2022 May 02, 2022	SELL	$53.09 - $64.81 $117,965 - $144,007	-2,222 Reduced 17.37%	10,569 $634,000
Q4 2021 Feb 11, 2022	SELL	$61.4 - $66.29 $22,411 - $24,195	-365 Reduced 2.77%	12,791 $822,000
Q3 2021 Nov 18, 2021	SELL	$62.69 - $69.36 $86,512 - $95,716	-1,380 Reduced 9.49%	13,156 $836,000
Q2 2021 Jul 22, 2021	SELL	$62.13 - $68.21 $7,579 - $8,321	-122 Reduced 0.83%	14,536 $966,000
Q1 2021 Apr 21, 2021	SELL	$59.91 - $67.24 $17,673 - $19,835	-295 Reduced 1.97%	14,658 $914,000
Q4 2020 Feb 09, 2021	BUY	$53.35 - $61.46 $29,022 - $33,434	544 Added 3.78%	14,953 $0
Q3 2020 Nov 02, 2020	SELL	$53.38 - $58.76 $30,960 - $34,080	-580 Reduced 3.87%	14,409 $1,000
Q2 2020 Aug 03, 2020	SELL	$39.03 - $53.77 $223,329 - $307,671	-5,722 Reduced 27.63%	14,989 $794,000
Q1 2020 Apr 30, 2020	BUY	$34.41 - $57.5 $576,298 - $963,010	16,748 Added 422.61%	20,711 $835,000
Q4 2019 Feb 13, 2020	BUY	$46.71 - $54.51 $185,111 - $216,023	3,963 New	3,963 $229,000

Others Institutions Holding AADR

# of Institutions

17

Shares Held

158K

Call Options Held

0

Put Options Held

0

About ADVISORSHARES DORSEY WRIGHT AD

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