Institutional Ownership Listed Fds Tr Trueshares Struc (MARZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (MARZ). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 519,688 shares, which have been reported (via 13F filing form) to have a value of $15.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
153,582
shares
|
$4.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
97,617
shares
|
$2.84 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
66,719
shares
|
$1.94 Million
1.09% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
54,453
shares
|
$1.58 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
50,265
shares
|
$1.46 Million
1.39% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
27,066
shares
|
$786,267
0.24% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
19,154
shares
|
$556,423
0.19% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,547
shares
|
$422,590
0.02% of portfolio
|
Q4 2024
Reduced 43.07%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
12,376
shares
|
$359,522
0.15% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
9,996
shares
|
$290,383
0.04% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,734
shares
|
$195,622
0.0% of portfolio
|
Q4 2024
Reduced 29.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,041
shares
|
$117,391
0.01% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,535
shares
|
$44,591
0.0% of portfolio
|
Q4 2021
Reduced 20.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
527
shares
|
$15,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
517
shares
|
$15,018
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
360
shares
|
$10,458
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
163
shares
|
$4,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
158
shares
|
$4,589
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
136
shares
|
$3,950
0.0% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
124
shares
|
$3,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
124
shares
|
$3,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
104
shares
|
$3,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
69
shares
|
$2,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
26
shares
|
$755
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6
shares
|
$174
0.0% of portfolio
|
Q2 2024
New holding
|