Purchases and Sales Made in Q3 2023 in Listed Fds Tr Trueshares Struc (AUGZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (AUGZ) during Q3 2023. The information is specifically focused on institutions that hold shares of LISTED FDS TR TRUESHARES STRUC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.9K+ 1.75% |
$61.6K - $64.5K
|
111K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
898+ 2.78% |
$29.1K - $30.5K
|
33.3K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
520New |
$16.9K - $17.6K
|
520
$21.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
436+ 1.04% |
$14.1K - $14.8K
|
42.2K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
42New |
$1.36K - $1.43K
|
42
$1.73K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-45- 0.33% |
$1.46K - $1.53K
|
13.8K
$566K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-793- 6.28% |
$25.7K - $26.9K
|
11.8K
$486K
|