Purchases and Sales Made in Q1 2025 in Listed Fds Tr Trueshares Low V (DIVZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Low V (DIVZ) during Q1 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR TRUESHARES LOW V.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
485K+ 22.65% |
$15.3M - $16.6M
|
2.62M
$90.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
69.3KNew |
$2.19M - $2.37M
|
69.3K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
13.6K+ 2.11% |
$429K - $465K
|
658K
$22.6M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
594+ 3.67% |
$18.8K - $20.3K
|
16.8K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
321New |
$10.1K - $11K
|
321
$11K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
259+ 1.58% |
$8.19K - $8.86K
|
16.6K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
110New |
$3.48K - $3.76K
|
110
$3.78K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17+ 850.0% |
$537 - $581
|
19
$652
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.96% |
$31.6 - $34.2
|
52
$1.79K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.45K- 11.75% |
$45.9K - $49.7K
|
10.9K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.49K- 6.13% |
$47.2K - $51.1K
|
22.9K
$786K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9.42K- 42.42% |
$298K - $322K
|
12.8K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-242K- 25.63% |
$7.66M - $8.28M
|
703K
$24.1M
|