Stifel Financial Corp Advisorshares Tr Advisorshares Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 2025

A detailed history of Stifel Financial Corp transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Stifel Financial Corp holds 84,522 shares of CWS stock, worth $5.75 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

84,522

Previous 79,420 6.42%

Holding current value

$5.75 Million

Previous $5.2 Million 13.79%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$59.37 - $70.0 $302,905 - $357,140	5,102 Added 6.42%	84,522 $5.92 Million
Q1 2025 May 13, 2025	BUY	$63.1 - $68.75 $549,664 - $598,881	8,711 Added 12.32%	79,420 $5.2 Million
Q4 2024 Feb 13, 2025	BUY	$64.77 - $71.56 $267,305 - $295,328	4,127 Added 6.2%	70,709 $4.58 Million
Q3 2024 Nov 14, 2024	BUY	$61.66 - $68.72 $193,674 - $215,849	3,141 Added 4.95%	66,582 $4.58 Million
Q2 2024 Aug 13, 2024	BUY	$59.74 - $64.0 $1.87 Million - $2.01 Million	31,369 Added 97.81%	63,441 $3.94 Million
Q1 2024 May 13, 2024	BUY	$57.96 - $63.69 $1.86 Million - $2.04 Million	32,072 New	32,072 $2.04 Million

Others Institutions Holding CWS

# of Institutions

Shares Held

966K

Call Options Held

Put Options Held

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About ADVISORSHARES TR ADVISORSHARES

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Stifel Financial Corp Advisorshares Tr Advisorshares Transaction History