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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
206K+ 220.27% |
$6.58M - $7.15M
|
300K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12New |
$383 - $416
|
12
$430
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
747+ 10671.43% |
$23.8K - $25.9K
|
754
$27K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$957 - $1.04K
|
30
$1.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
13.1KNew |
$418K - $455K
|
13.1K
$470K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.04% |
$95.7 - $104
|
6.97K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.19KNew |
$229K - $249K
|
7.19K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$320K - $347K
|
10K
$359K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-530- 68.39% |
$16.9K - $18.4K
|
245
$8.78K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.2KNew |
$325K - $353K
|
10.2K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.95KNew |
$318K - $345K
|
9.95K
$357K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
174New |
$5.55K - $6.03K
|
174
$6.24K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
23New |
$734 - $798
|
23
$824
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
24.1KNew |
$769K - $836K
|
24.1K
$864K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
47.2KNew |
$1.51M - $1.64M
|
47.2K
$1.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.39K- 13.77% |
$44.2K - $48K
|
8.67K
$311K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-350- 3.8% |
$0 - $11.7K
|
8.87K
$318K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
856New |
$25.2K - $27.5K
|
856
$30.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
10New |
$295 - $322
|
10
$358
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$1.26K - $1.41K
|
46
$1.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
381KNew |
$10.4M - $11.7M
|
381K
$13.7M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.78KNew |
$274K - $289K
|
9.78K
$350K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.42KNew |
$0 - $231K
|
8.42K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
936New |
$0 - $25.7K
|
936
$33.5K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
7.88KNew |
$189K - $215K
|
7.88K
$282K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.15K- 5.92% |
$27.6K - $31.4K
|
18.3K
$655K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 18.94% |
$98K - $112K
|
25.6K
$917K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 208.3% |
$64K - $73.3K
|
3.94K
$141K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 17.36% |
$70.7K - $81K
|
14K
$502K
|
|