Institutional Ownership Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 485,374 shares, which have been reported (via 13F filing form) to have a value of $17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
299,944
shares
|
$10.5 Million
0.11% of portfolio
|
Q3 2024
Added 220.27%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
48,947
shares
|
$1.71 Million
1.43% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,131
shares
|
$878,328
0.24% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
19,621
shares
|
$685,753
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
14,282
shares
|
$499,155
0.15% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
11,840
shares
|
$413,808
0.15% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
9,813
shares
|
$342,964
0.12% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
9,799
shares
|
$342,475
0.12% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
9,415
shares
|
$329,054
0.04% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,870
shares
|
$310,006
0.1% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
8,372
shares
|
$292,601
0.28% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,032
shares
|
$245,768
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
6,996
shares
|
$244,510
0.14% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,937
shares
|
$137,598
0.09% of portfolio
|
Q3 2022
Added 208.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
936
shares
|
$32,713
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
856
shares
|
$29,917
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
754
shares
|
$26,352
0.0% of portfolio
|
Q3 2024
Added 10671.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
245
shares
|
$8,562
0.0% of portfolio
|
Q3 2024
Reduced 68.39%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
121
shares
|
$4,228
0.0% of portfolio
|
Q4 2024
Reduced 30.46%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
63
shares
|
$2,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
30
shares
|
$1,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
25
shares
|
$873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
23
shares
|
$803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12
shares
|
$419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10
shares
|
$349
0.0% of portfolio
|
Q1 2024
New holding
|