Ownership history in Financial Perspectives, Inc · 8 quarters on record
This page tracks every 13F SEC filing in which Financial Perspectives, Inc reported a position in ADVISORSHARES TR (MSOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 18 | — | 0% | 0.00% | $86 | $4.79 |
| 2025 Q2 | UNCHANGED | 18 | — | 0% | 0.00% | $44 | $2.41 |
| 2025 Q1 | UNCHANGED | 18 | — | 0% | 0.00% | $47 | $2.61 |
| 2024 Q4 | UNCHANGED | 18 | — | 0% | 0.00% | $69 | $3.81 |
| 2024 Q3 | UNCHANGED | 18 | — | 0% | 0.00% | $129 | $7.17 |
| 2024 Q2 | UNCHANGED | 18 | — | 0% | 0.00% | $132 | $7.33 |
| 2024 Q1 | UNCHANGED | 18 | — | 0% | 0.00% | $181 | $10.01 |
| 2023 Q4 | INITIATED | 18 | — | — | 0.00% | $127 | — |
As of 2025 Q4 — sorted by position size