Institutional Ownership Advisorshares Tr Psychedelics (PSIL)

PSIL Quotes by TradingView

This table provides information about the institutional ownership of Advisorshares Tr Psychedelics (PSIL). We have compiled data on the 3 institutions that hold shares in the stock, with a total of 156,841 shares, which have been reported (via 13F filing form) to have a value of $1.81 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Intercontinental Wealth Advisors, LLC

Jul 21, 2023 Q2 2023
136,081
shares
$1.57 Million 0.06% of portfolio
Q4 2022 Reduced 2.99%
Gofen & Glossberg LLC

Jan 13, 2023 Q4 2022
20,000
shares
$231,200 0.0% of portfolio
Q4 2022 Added 17.65%
Janiczek Wealth Management, LLC

Jul 25, 2024 Q2 2024
760
shares
$8,785 0.0% of portfolio
Q3 2023 Added 4.11%

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on PSIL