ADVISORSHARES TR - INSIDER ADVANTA (SURE)

Historical Portfolio Holders from Q1 2014 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / INSIDER ADVANTA
Shares, excl. options Q1 2024
70.2 K
Holdings value Q1 2024
$8.21 M
Value change Q1 2024
+$663 K
Grand Portfolio weight change Q1 2024
+0%
Number of holders
20
Number of buys Q1 2024
6
Number of sells Q1 2024
-6
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0%
CUSIP
00768Y818
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 70.2 K $8.21 M +$663 K $116.92 20
2023 Q4 64.6 K $6.75 M +$809 K $104.47 20
2023 Q3 63.1 K $5.98 M -$389 K $94.76 16
2023 Q2 67.1 K $6.42 M -$519 K $95.33 17
2023 Q1 73.2 K $6.57 M -$88.6 K $89.80 21
2022 Q4 69.3 K $5.93 M -$1.29 M $85.66 18
2022 Q3 91.1 K $7.11 M +$331 K $78.03 21
2022 Q2 86.1 K $7.36 M -$1.03 M $85.53 19
2022 Q1 77.6 K $7.51 M -$100 K $97.65 20
2021 Q4 97 K $9.52 M -$1.97 M $98.16 26
2021 Q3 108 K $10.1 M +$2.22 M $93.48 21
2021 Q2 88.2 K $8.41 M -$1.04 M $95.40 23
2021 Q1 101 K $9.06 M -$3.44 M $89.77 25
2020 Q4 143 K $11.5 M +$588 K $80.13 26
2020 Q3 136 K $9.39 M +$532 K $69.49 23
2020 Q2 128 K $8.53 M -$1.52 M $66.26 22
2020 Q1 135 K $7.67 M -$2.43 M $56.55 23
2019 Q4 188 K $14 M -$1.07 M $74.60 27
2019 Q3 198 K $13.7 M -$25.1 K $69.42 28
2019 Q2 179 K $12.2 M +$481 K $68.07 26
2019 Q1 188 K $12.3 M -$3.58 M $65.54 29
2018 Q4 244 K $14.3 M +$1.06 M $58.52 30
2018 Q3 215 K $15.1 M -$2.61 M $70.16 27
2018 Q2 229 K $15.6 M -$4 M $68.25 30
2018 Q1 310 K $21.2 M +$3.95 M $68.48 31
2017 Q4 241 K $17.2 M -$3.64 M $71.45 30
2017 Q3 283 K $19.2 M -$1.49 M $67.87 27
2017 Q2 321 K $21.3 M -$2.11 M $66.29 33
2017 Q1 351 K $22.9 M +$7.13 M $65.34 30
2016 Q4 265 K $16.9 M -$3.5 M $63.52 26
2016 Q3 324 K $18.9 M -$7.64 M $58.27 26
2016 Q2 469 K $26 M -$9.01 M $55.45 29
2016 Q1 604 K $33.9 M -$16.7 M $56.23 32
2015 Q4 917 K $49.4 M +$2.09 M $54.07 37
2015 Q3 867 K $46.1 M -$460 K $52.68 36
2015 Q2 859 K $49.1 M +$5.9 M $57.13 26
2015 Q1 756 K $43.3 M +$9.16 M $57.43 28
2014 Q4 614 K $34 M -$3.52 M $55.37 32
2014 Q3 666 K $34.3 M +$3.29 M $51.77 30
2014 Q2 604 K $30.9 M +$6.91 M $51.24 31
2014 Q1 468 K $23.2 M +$3.39 M $49.63 27