Purchases and Sales Made in Q1 2025 in Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
246K+ 2937.8% |
$8.07M - $8.71M
|
254K
$8.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155KNew |
$5.1M - $5.51M
|
155K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
71.9KNew |
$2.36M - $2.55M
|
71.9K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.8KNew |
$945K - $1.02M
|
28.8K
$993K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.9KNew |
$520K - $562K
|
15.9K
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.52KNew |
$247K - $266K
|
7.52K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
5.68K+ 63.98% |
$186K - $201K
|
14.5K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.42K+ 0.72% |
$79.2K - $85.6K
|
339K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.26K+ 12.87% |
$41.4K - $44.7K
|
11.1K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.03KNew |
$33.8K - $36.5K
|
1.03K
$35.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
711+ 4.98% |
$23.3K - $25.2K
|
15K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
523+ 25.75% |
$17.2K - $18.5K
|
2.55K
$88.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
440New |
$14.4K - $15.6K
|
440
$15.2K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
320+ 1.27% |
$10.5K - $11.3K
|
25.5K
$878K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
226+ 1.15% |
$7.42K - $8.01K
|
19.8K
$684K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
224+ 153.42% |
$7.35K - $7.94K
|
370
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.65% |
$65.6 - $70.9
|
123
$4.24K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19- 76.0% |
$623 - $673
|
6
$207
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.61% |
$5.18K - $5.6K
|
9.66K
$333K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-215- 87.76% |
$7.05K - $7.62K
|
30
$1.03K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-321- 68.15% |
$10.5K - $11.4K
|
150
$5.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-386- 4.1% |
$12.7K - $13.7K
|
9.03K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-600- 5.07% |
$19.7K - $21.3K
|
11.2K
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.59K- 3.25% |
$52.2K - $56.3K
|
47.4K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.22K- 45.85% |
$106K - $114K
|
3.81K
$131K
|