Purchases and Sales Made in Q4 2024 in Listed Fds Tr Trueshares Low V (DIVZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Low V (DIVZ) during Q4 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR TRUESHARES LOW V.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
296K+ 16.03% |
$9.38M - $10.1M
|
2.14M
$72.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.4KNew |
$518K - $559K
|
16.4K
$551K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
13.6K+ 2.16% |
$432K - $466K
|
644K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.79K+ 12.43% |
$56.7K - $61.1K
|
16.2K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$31.7 - $34.2
|
2
$67.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-280- 2.62% |
$8.88K - $9.57K
|
10.4K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.92K- 19.14% |
$92.7K - $99.9K
|
12.4K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-8.92K- 0.94% |
$283K - $305K
|
945K
$31.8M
|