Filing Research | ADVISORSHARES TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

4 / 4 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.0KSH	$202.9K
2	Financial Perspectives, Inc	Shares	2.8KSH	$93.6K
3	FINANCIAL CONSULATE, INC	Shares	50SH	$1.7K
4	Smallwood Wealth Investment Management, LLC	Shares	15SH	$499

Manager changes2026-06-30 vs 2026-03-31

4 / 4 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+6.0K	+$202.9K	$202.9K
2	Financial Perspectives, Inc unchanged	Shares	0	+$4.5K	$93.6K
3	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$80	$1.7K
4	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$24	$499

Filing Research | ADVISORSHARES TR Institutional Holdings