Ownership history in Wealthspire Advisors, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which Wealthspire Advisors, LLC 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 | REDUCED | 2,546 | -12,871 | -83.5% | 0.00% | $12K | $4.79 |
| 2024 Q2 | ADDED | 15,417 | +268 | +1.8% | 0.00% | $113K | $7.33 |
| 2024 Q1 | INITIATED | 15,149 | — | — | 0.00% | $152K | — |
As of 2025 Q4 — sorted by position size