Institutional Ownership Listed Fds Tr Trueshares Struc (JULZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JULZ). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 280,237 shares, which have been reported (via 13F filing form) to have a value of $10.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
108,130
shares
|
$4.21 Million
0.05% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
60,314
shares
|
$2.35 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Aug 05, 2024 Q2 2024 |
39,485
shares
|
$1.54 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
14,113
shares
|
$548,854
0.21% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
12,850
shares
|
$499,736
0.0% of portfolio
|
Q2 2024
Reduced 30.73%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 06, 2024 Q2 2024 |
10,718
shares
|
$416,823
0.22% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
8,447
shares
|
$328,503
0.05% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
7,377
shares
|
$286,891
0.03% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
7,364
shares
|
$286,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
6,068
shares
|
$235,984
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
4,000
shares
|
$155,560
0.11% of portfolio
|
Q3 2023
Reduced 47.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,014
shares
|
$39,434
0.0% of portfolio
|
Q1 2023
Added 153.5%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
175
shares
|
$6,805
0.0% of portfolio
|
Q4 2023
Reduced 5.41%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
159
shares
|
$6,183
0.0% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
18
shares
|
$700
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
5
shares
|
$194
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|