B.O.S.S. Retirement Advisors, LLC Listed Fds Tr Trueshares Struc Transaction History

B.O.S.S. Retirement Advisors, LLC

$398 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	N/A	275 Added 1.33%	20,884 $838 Million
Q4 2024 Jan 21, 2025	BUY	N/A	20,609 New	20,609 $858 Million

Others Institutions Holding JULZ

# of Institutions

23

Shares Held

403K

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

105K
Shares

$4.07 Million
2.16% of portfolio
Ae Wealth Management LLC

91.1K
Shares

$3.54 Million
0.03% of portfolio
Valtinson Bruner Financial Planning LLC

58.6K
Shares

$2.28 Million
0.89% of portfolio
True Mark Investments, LLC Chicago, IL

57.6K
Shares

$2.24 Million
0.54% of portfolio
Elevated Capital Advisors, LLC Sandy, UT

14.8K
Shares

$573,744
0.18% of portfolio

About LISTED FDS TR TRUESHARES STRUC

Ticker JULZ
Sector Technology

More about JULZ

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