Institutional Ownership Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 461,593 shares, which have been reported (via 13F filing form) to have a value of $16.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
299,944
shares
|
$10.6 Million
0.11% of portfolio
|
Q3 2024
Added 220.27%
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
47,247
shares
|
$1.68 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
24,110
shares
|
$855,663
0.17% of portfolio
|
Q3 2024
New holding
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
13,113
shares
|
$465,380
0.17% of portfolio
|
Q3 2024
New holding
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
10,177
shares
|
$361,181
0.1% of portfolio
|
Q3 2024
New holding
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
10,015
shares
|
$355,432
0.12% of portfolio
|
Q3 2024
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
9,952
shares
|
$353,196
0.04% of portfolio
|
Q3 2024
New holding
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,870
shares
|
$314,796
0.11% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
8,672
shares
|
$307,769
0.19% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
8,360
shares
|
$296,696
0.11% of portfolio
|
Q3 2024
New holding
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
7,190
shares
|
$255,173
0.24% of portfolio
|
Q3 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,966
shares
|
$247,223
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
3,937
shares
|
$139,724
0.09% of portfolio
|
Q3 2022
Added 208.3%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
936
shares
|
$33,218
0.0% of portfolio
|
Q1 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
856
shares
|
$30,379
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
754
shares
|
$26,759
0.0% of portfolio
|
Q3 2024
Added 10671.43%
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
245
shares
|
$8,695
0.0% of portfolio
|
Q3 2024
Reduced 68.39%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
174
shares
|
$6,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
30
shares
|
$1,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
23
shares
|
$816
0.0% of portfolio
|
Q3 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12
shares
|
$425
0.0% of portfolio
|
Q3 2024
New holding
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10
shares
|
$354
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|