Latest Institutional Purchases of Listed Fds Tr Trueshares Low V (DIVZ)
This list provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Low V (DIVZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
378K+ 25.81% |
$11.4M - $12.5M
|
1.84M
$58.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
19.2K+ 3.13% |
$578K - $632K
|
630K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10.7KNew |
$322K - $352K
|
10.7K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.75K+ 23.59% |
$82.8K - $90.5K
|
14.4K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.02% |
$151 - $165
|
24.4K
$776K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22.2KNew |
$636K - $689K
|
22.2K
$707K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
908New |
$26K - $28.2K
|
908
$28.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$3.35K - $3.63K
|
117
$3.73K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
24KNew |
$611K - $676K
|
24K
$764K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$25.5 - $28.2
|
1
$31.8
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 71.43% |
$794 - $851
|
72
$2.29K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10KNew |
$263K - $286K
|
10K
$319K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
800New |
$21K - $22.8K
|
800
$25.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.75% |
$158 - $171
|
803
$25.6K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
628+ 3.93% |
$16.9K - $18.5K
|
16.6K
$528K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$270 - $295
|
10
$318
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$3.98K - $4.5K
|
150
$4.78K
|
|