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 37 institutions that hold shares in the stock, with a total of 637,053 shares, which have been reported (via 13F filing form) to have a value of $24.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
397
shares
|
$15,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
262
shares
|
$10,189
0.0% of portfolio
|
Q1 2025
Added 151.92%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
221
shares
|
$8,594
0.01% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
191
shares
|
$7,427
0.0% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
120
shares
|
$4,666
0.01% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
101
shares
|
$3,927
0.0% of portfolio
|
Q4 2024
Reduced 29.86%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
52
shares
|
$2,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25
shares
|
$972
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
19
shares
|
$738
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5
shares
|
$194
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|