Ballast Advisors LLC Listed Fds Tr Trueshares Struc Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding JULZ
# of Institutions
18Shares Held
300KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC108KShares$4.21 Million0.05% of portfolio
-
Valtinson Bruner Financial Planning LLC60.3KShares$2.35 Million1.26% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA39.5KShares$1.54 Million1.37% of portfolio
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Summit Wealth Partners, LLC Orlando, FL19.9KShares$774,6110.17% of portfolio
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Weaver Consulting Group14.1KShares$548,8540.21% of portfolio