Cwm, LLC Listed Fds Tr Trueshares Struc Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

A detailed history of Cwm, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Cwm, LLC holds 5 shares of JULZ stock, worth $194. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 5 -0.0%

Holding current value

$194

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$38.89 - $39.11 $194 - $195	5 New	5 $0

Others Institutions Holding JULZ

# of Institutions

Shares Held

584K

Call Options Held

Put Options Held

Ae Wealth Management LLC

195K
Shares

$7.59 Million
0.08% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

113K
Shares

$4.39 Million
3.0% of portfolio
Valtinson Bruner Financial Planning LLC

60.1K
Shares

$2.34 Million
1.01% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

39.8K
Shares

$1.55 Million
1.4% of portfolio
Wealth Enhancement Advisory Services, LLC

25.2K
Shares

$981,583
0.0% of portfolio

View Full List

About LISTED FDS TR TRUESHARES STRUC

Ticker JULZ
Sector Technology

More about JULZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Account