9258 Wealth Management, LLC
Position in SURE — AdvisorShares Insider Advantage ETF
CIK 1766506
BLUE ASH, OH
All Filings in SURE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 SURE | $786,310 | 7,020 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 SURE | $820,778 | 7,020 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 SURE | $733,379 | 7,020 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 SURE | $617,550 | 6,517 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 SURE | $523,361 | 5,490 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 SURE | $493,002 | 5,490 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 SURE | $470,273 | 5,490 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 SURE | $428,439 | 5,490 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 SURE | $469,504 | 5,490 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 SURE | $536,263 | 5,490 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 SURE | $539,063 | 5,490 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 SURE | $513,150 | 5,490 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 SURE | $523,800 | 5,490 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 SURE | $493,056 | 5,490 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 SURE | $439,968 | 5,490 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 SURE | $381,609 | 5,490 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 SURE | $377,303 | 5,690 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||