Smart Wealth LLC Listed Fds Tr Trueshares Struc Transaction History
Smart Wealth LLC
- $279 Billion
- Q1 2025
A detailed history of Smart Wealth LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Smart Wealth LLC holds 8,131 shares of JULZ stock, worth $316,214. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,131
Previous 6,905
17.76%
Holding current value
$316,214
Previous $287 Million
13.49%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding JULZ
# of Institutions
36Shares Held
614KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC203KShares$7.88 Million0.08% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO108KShares$4.2 Million2.33% of portfolio
-
Valtinson Bruner Financial Planning LLC59.5KShares$2.31 Million0.96% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA37.8KShares$1.47 Million1.34% of portfolio
-
True Mark Investments, LLC Chicago, IL24.7KShares$962,0210.26% of portfolio