Latest Institutional Transactions on Listed Fds Tr Trueshares Struc (JANZ)
This table provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Struc (JANZ) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23New |
$698 - $822
|
23
$833
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-59K- 37.94% |
$1.79M - $2.11M
|
96.5K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-478- 3.01% |
$14.5K - $17.1K
|
15.4K
$557K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.8KNew |
$945K - $1.02M
|
28.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
440New |
$14.4K - $15.6K
|
440
$15.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.42K+ 0.72% |
$79.2K - $85.6K
|
339K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.03KNew |
$33.8K - $36.5K
|
1.03K
$37.3K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-321- 68.15% |
$10.5K - $11.4K
|
150
$5.43K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
523+ 25.75% |
$17.2K - $18.5K
|
2.55K
$92.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
224+ 153.42% |
$7.35K - $7.94K
|
370
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.65% |
$65.6 - $70.9
|
123
$4.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.26K+ 12.87% |
$41.4K - $44.7K
|
11.1K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.22K- 45.85% |
$106K - $114K
|
3.81K
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
226+ 1.15% |
$7.42K - $8.01K
|
19.8K
$719K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
5.68K+ 63.98% |
$186K - $201K
|
14.5K
$527K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19- 76.0% |
$623 - $673
|
6
$217
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
711+ 4.98% |
$23.3K - $25.2K
|
15K
$543K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
320+ 1.27% |
$10.5K - $11.3K
|
25.5K
$922K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
71.9KNew |
$2.36M - $2.55M
|
71.9K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.52KNew |
$247K - $266K
|
7.52K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-215- 87.76% |
$7.05K - $7.62K
|
30
$1.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-386- 4.1% |
$12.7K - $13.7K
|
9.03K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
246K+ 2937.8% |
$8.07M - $8.71M
|
254K
$9.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-600- 5.07% |
$19.7K - $21.3K
|
11.2K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.61% |
$5.18K - $5.6K
|
9.66K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.59K- 3.25% |
$52.2K - $56.3K
|
47.4K
$1.72M
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.22KNew |
$214K - $226K
|
6.22K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
483New |
$16.6K - $17.5K
|
483
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$344 - $363
|
10
$362
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 4.35% |
$34.4 - $36.3
|
24
$869
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$2.16K - $2.29K
|
63
$2.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.68K- 19.33% |
$57.6K - $60.9K
|
7K
$253K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12New |
$383 - $416
|
12
$435
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$957 - $1.04K
|
30
$1.09K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
856New |
$25.2K - $27.5K
|
856
$31K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
10New |
$295 - $322
|
10
$362
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
381KNew |
$10.4M - $11.7M
|
381K
$13.8M
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.42KNew |
$0 - $231K
|
8.42K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
936New |
$0 - $25.7K
|
936
$33.9K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
7.88KNew |
$189K - $215K
|
7.88K
$285K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.15K- 5.92% |
$27.6K - $31.4K
|
18.3K
$662K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 18.94% |
$98K - $112K
|
25.6K
$926K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 208.3% |
$64K - $73.3K
|
3.94K
$143K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 17.36% |
$70.7K - $81K
|
14K
$507K
|
|