Latest Institutional Transactions on Listed Fds Tr Trueshares Low V (DIVZ)
This table provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Low V (DIVZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10.7KNew |
$322K - $352K
|
10.7K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
19.2K+ 3.13% |
$578K - $632K
|
630K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.02% |
$151 - $165
|
24.4K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-67.1K- 6.57% |
$2.02M - $2.21M
|
954K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
378K+ 25.81% |
$11.4M - $12.5M
|
1.84M
$58.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-650- 4.08% |
$19.6K - $21.4K
|
15.3K
$487K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.75K+ 23.59% |
$82.8K - $90.5K
|
14.4K
$458K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-145- 86.83% |
$4.15K - $4.5K
|
22
$700
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$3.35K - $3.63K
|
117
$3.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
908New |
$26K - $28.2K
|
908
$28.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22.2KNew |
$636K - $689K
|
22.2K
$707K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$573 - $620
|
20
$637
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.0% |
$28.7 - $31
|
51
$1.62K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12K- 52.9% |
$326K - $356K
|
10.6K
$339K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 47.75% |
$426K - $465K
|
17.1K
$544K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$25.5 - $28.2
|
1
$31.8
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
24KNew |
$611K - $676K
|
24K
$764K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 71.43% |
$794 - $851
|
72
$2.29K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
800New |
$21K - $22.8K
|
800
$25.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10KNew |
$263K - $286K
|
10K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.75% |
$158 - $171
|
803
$25.6K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$270 - $295
|
10
$318
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-63.7K- 72.07% |
$1.72M - $1.88M
|
24.7K
$786K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
628+ 3.93% |
$16.9K - $18.5K
|
16.6K
$528K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$3.98K - $4.5K
|
150
$4.78K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-32.1K- 2.82% |
$851K - $965K
|
1.11M
$35.2M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-712Closed |
$19.6K - $21K
|
0
$0
|
|