Advertisement
Screener

BDO Wealth Advisors, LLC Current Holdings: USA Funds

BDO Wealth Advisors, LLC current holdings: USA Funds

BDO Wealth Advisors, LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 4 positions, in its Form 13F for the quarter ended 2023-06-30; the largest are UNITED STS NAT GAS FD LP, ADVISORSHARES TR, SERVICE PPTYS TR.

  • UNITED STS NAT GAS FD LP: Country of operation —; Class UNIT PAR; Shares 10,000; Value $74,200.
  • ADVISORSHARES TR: Country of operation —; Class MSOS 2X DAILY ET; Shares 1,775; Value $5,751.
  • SERVICE PPTYS TR: Country of operation United States; Class COM SH BEN INT; Shares 600; Value $5,208.
  • HERSHA HOSPITALITY TR: Country of operation United States; Class PR SHS BEN INT; Shares 100; Value $609.

Form 13F-HR as filed (SEC CIK 1713458): quarter ended 2023-06-30, filed 2023-08-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
UNITED STS NAT GAS FD LP
CUSIP 912318300
UNIT PAR10,000$74,2002023-06-302023-08-01
ADVISORSHARES TR
CUSIP 00768Y313
MSOS 2X DAILY ET1,775$5,7512023-06-302023-08-01
SERVICE PPTYS TR
CUSIP 81761L102
United StatesCOM SH BEN INT600$5,2082023-06-302023-08-01
HERSHA HOSPITALITY TR
CUSIP 427825500
United StatesPR SHS BEN INT100$6092023-06-302023-08-01

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet