Purchases and Sales Made in Q1 2025 in Listed Fds Tr Trueshares Struc (AUGZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (AUGZ) during Q1 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR TRUESHARES STRUC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
567KNew |
$20.9M - $22.7M
|
567K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
80.3KNew |
$2.97M - $3.21M
|
80.3K
$3.13M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
45.2KNew |
$1.67M - $1.81M
|
45.2K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
36.6KNew |
$1.35M - $1.46M
|
36.6K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
36KNew |
$1.33M - $1.44M
|
36K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
19.9KNew |
$735K - $796K
|
19.9K
$775K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
19.5KNew |
$720K - $780K
|
19.5K
$759K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
17.9KNew |
$660K - $715K
|
17.9K
$696K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.4KNew |
$642K - $695K
|
17.4K
$677K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.2KNew |
$489K - $530K
|
13.2K
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.6KNew |
$391K - $424K
|
10.6K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10.5KNew |
$386K - $418K
|
10.5K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77K+ 98.97% |
$287K - $311K
|
15.6K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.67KNew |
$247K - $267K
|
6.67K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
6.56KNew |
$242K - $262K
|
6.56K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4.53KNew |
$167K - $181K
|
4.53K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.36K+ 36.14% |
$124K - $134K
|
12.6K
$493K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.59KNew |
$58.6K - $63.4K
|
1.59K
$61.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
851New |
$31.4K - $34.1K
|
851
$33.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
573New |
$21.2K - $22.9K
|
573
$22.3K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
266New |
$9.83K - $10.6K
|
266
$10.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
222New |
$8.2K - $8.88K
|
222
$8.65K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
109New |
$4.03K - $4.36K
|
109
$4.25K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44New |
$1.63K - $1.76K
|
44
$1.71K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-200- 1.64% |
$7.39K - $8K
|
12K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-394- 23.04% |
$14.6K - $15.8K
|
1.32K
$51.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.06K- 0.96% |
$39.1K - $42.3K
|
109K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.67K- 8.15% |
$98.8K - $107K
|
30.1K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.39K- 47.76% |
$236K - $256K
|
6.99K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 48.0% |
$532K - $577K
|
15.6K
$608K
|