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Realta Investment Advisors’s AdvisorShares Dorsey Wright FSM All Cap World ETF DWAW Stock Holding History

Realta Investment Advisors’s Portfolio DWAW Stock Details DWAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-191
Closed -$5.92K – 497
2022
Q4 		$5.92K Buy
+191
New +$5.9K ﹤0.01% 763

Other funds holding DWAW

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's DWAW Position: Q1 2023 in Review

Realta Investment Advisors sold out of AdvisorShares Dorsey Wright FSM All Cap World ETF (DWAW) in Q1 2023, closing a stake of 191 shares — an estimated $5.92K sold.

Realta Investment Advisors first reported a position in DWAW in Q4 2022 and held it in 1 quarter. The position peaked at $5.92K in Q4 2022. 10 funds tracked by Wall St. Rank hold DWAW as of Q1 2023.

  • Realta Investment Advisors reported no remaining AdvisorShares Dorsey Wright FSM All Cap World ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 191 AdvisorShares Dorsey Wright FSM All Cap World ETF shares in Q1 2023, an estimated $5.92K.
  • Realta Investment Advisors first reported a position in AdvisorShares Dorsey Wright FSM All Cap World ETF in Q4 2022 and held it in 1 quarter.
  • Realta Investment Advisors's AdvisorShares Dorsey Wright FSM All Cap World ETF position peaked at $5.92K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright FSM All Cap World ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.