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CWSCWS
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ADVISORSHARES TR

AE Wealth Management LLC holds 4,518 shares of CWS (ADVISORSHARES TR), worth $308,082 as of 2026-Q2. The position was decreased (-13.6% shares). CWS represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$308,082

Current Shares

4,518

Total Value Change

-$140,422

Total Shares Change

-2,009

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,518
-13.6%
$308,0820.0%$68.19
0
2026-Q1
Decreased
5,229
-3.2%
$338,6380.0%$69.63
0
2025-Q4
Decreased
5,401
-0.6%
$371,2050.0%$69.54
0
2025-Q3
Decreased
5,433
-7.7%
$372,8710.0%$67.98
0
2025-Q2
Decreased
5,884
-3.6%
$411,9030.0%$69.28
0
2025-Q1
Decreased
6,103
-6.7%
$399,5630.0%$64.91
0
2024-Q4
Increased
6,538
+0.2%
$423,4660.0%$64.71
24
2024-Q3
Decreased
6,527
-0.3%
$448,5040.0%$67.82
0

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

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