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 24 institutions that hold shares in the stock, with a total of 430,640 shares, which have been reported (via 13F filing form) to have a value of $14 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
|
$4.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
65,557
shares
|
$2.13 Million
1.21% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
54,453
shares
|
$1.77 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
51,917
shares
|
$1.69 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
26,739
shares
|
$869,552
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
18,443
shares
|
$599,766
0.18% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,547
shares
|
$473,068
0.02% of portfolio
|
Q4 2024
Reduced 43.07%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
13,042
shares
|
$424,125
0.15% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
10,443
shares
|
$339,606
0.04% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
7,973
shares
|
$259,281
0.25% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,734
shares
|
$218,989
0.0% of portfolio
|
Q4 2024
Reduced 29.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,041
shares
|
$131,413
0.01% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,535
shares
|
$49,918
0.0% of portfolio
|
Q4 2021
Reduced 20.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
527
shares
|
$17,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
360
shares
|
$11,707
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
158
shares
|
$5,138
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
136
shares
|
$4,422
0.0% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
124
shares
|
$4,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
124
shares
|
$4,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
104
shares
|
$3,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
69
shares
|
$2,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
26
shares
|
$845
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6
shares
|
$195
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|