How many shares of CWS does NewEdge Advisors, LLC own?

As of 2026-Q2, NewEdge Advisors, LLC holds 500 shares of CWS (ADVISORSHARES TR).

What is NewEdge Advisors, LLC's CWS position worth?

As of 2026-Q2, NewEdge Advisors, LLC's CWS position is worth $34,095.

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in CWS in 2023-Q1. They have held the position across 14 quarters.

Position history for NewEdge Advisors, LLC's holdings in ADVISORSHARES TR

Current Value

$34,095

Current Shares

500

Total Value Change

+$23,925

Total Shares Change

+300

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	500	0.0%	$34,095	0.0%	$68.19	0
2026-Q1	Unchanged	500	0.0%	$32,380	0.0%	$69.63	0
2025-Q4	Unchanged	500	0.0%	$34,365	0.0%	$69.54	0
2025-Q3	Unchanged	500	0.0%	$34,315	0.0%	$67.98	0
2025-Q2	Unchanged	500	0.0%	$35,002	0.0%	$69.28	0
2025-Q1	Increased	500	+25.0%	$32,735	0.0%	$64.91	24
2024-Q4	Increased	400	+100.0%	$25,908	0.0%	$64.71	31
2024-Q3	Unchanged	200	0.0%	$13,743	0.0%	$67.82	0
2024-Q2	Unchanged	200	0.0%	$12,434	0.0%	$61.63	0
2024-Q1	Unchanged	200	0.0%	$12,738	0.0%	$63.14	0
2023-Q4	Unchanged	200	0.0%	$11,864	0.0%	$58.80	0
2023-Q3	Unchanged	200	0.0%	$10,434	0.0%	$51.59	0
2023-Q2	Unchanged	200	0.0%	$10,790	0.0%	$52.56	0
2023-Q1	New	200	-	$10,170	0.0%	$49.69	24