Institutional Ownership Listed Fds Tr Trueshares Struc (MAYZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (MAYZ). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 252,203 shares, which have been reported (via 13F filing form) to have a value of $7.63 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
78,903
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
68,138
shares
|
$2.06 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
55,285
shares
|
$1.67 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
20,000
shares
|
$605,000
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
12,206
shares
|
$369,231
0.47% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,797
shares
|
$326,609
0.1% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,739
shares
|
$173,604
0.02% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
533
shares
|
$16,123
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
267
shares
|
$8,076
0.01% of portfolio
|
Q1 2025
Added 34.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
210
shares
|
$6,352
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
117
shares
|
$3,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
6
shares
|
$181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2
shares
|
$60
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
|