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CWSCWS
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Position history for LPL Financial LLCLPL Financial LLC's holdings in ADVISORSHARES TR

LPL Financial LLC holds 38,241 shares of CWS (ADVISORSHARES TR), worth $2.6M as of 2026-Q2. The position was decreased (-43.7% shares). CWS represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.6M

Current Shares

38,241

Total Value Change

-$5.6M

Total Shares Change

-80,592

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
38,241
-43.7%
$2.6M0.0%$68.19
0
2026-Q1
Decreased
67,886
-33.2%
$4.4M0.0%$69.63
0
2025-Q4
Decreased
101,683
-3.7%
$7M0.0%$69.54
0
2025-Q3
Increased
105,563
+1.7%
$7.2M0.0%$67.98
28
2025-Q2
Increased
103,776
+17.3%
$7.3M0.0%$69.28
32
2025-Q1
Decreased
88,503
-23.6%
$5.8M0.0%$64.91
0
2024-Q4
Decreased
115,772
-2.6%
$7.5M0.0%$64.71
0
2024-Q3
Increased
118,833
+4.0%
$8.2M0.0%$67.82
29

Other major holders of CWS: OSAIC HOLDINGS, INC., CIBC WORLD MARKET INC.

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