Rmr Wealth Builders Listed Fds Tr Trueshares Low V Transaction History

Rmr Wealth Builders

$936 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$27.46 - $29.46 $19,551 - $20,975	-712 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$24.68 - $27.54 $17,572 - $19,608	712 New	712 $20,000

Others Institutions Holding DIVZ

# of Institutions

18

Shares Held

5.03M

Call Options Held

0

Put Options Held

0

49 Wealth Management, LLC Austin, TX

2.14M
Shares

$72.1 Million
9.76% of portfolio
Titleist Asset Management, Ltd. San Antonio, TX

1.11M
Shares

$37.2 Million
7.51% of portfolio
Titleist Asset Management, LLC San Antonio, TX

945K
Shares

$31.8 Million
3.47% of portfolio
Weaver Consulting Group

644K
Shares

$21.7 Million
7.03% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

69.3K
Shares

$2.33 Million
1.98% of portfolio

About LISTED FDS TR TRUESHARES LOW V

Ticker DIVZ
Sector ETFs
Industry ETFs

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