Purchases and Sales Made in Q3 2024 in Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ) during Q3 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR TRUESHARES STRUC.
| 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
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
47.2KNew |
$1.51M - $1.64M
|
47.2K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
24.1KNew |
$769K - $836K
|
24.1K
$864K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
13.1KNew |
$418K - $455K
|
13.1K
$470K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.2KNew |
$325K - $353K
|
10.2K
$365K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$320K - $347K
|
10K
$359K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.95KNew |
$318K - $345K
|
9.95K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.19KNew |
$229K - $249K
|
7.19K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
747+ 10671.43% |
$23.8K - $25.9K
|
754
$27K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
174New |
$5.55K - $6.03K
|
174
$6.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$957 - $1.04K
|
30
$1.08K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
23New |
$734 - $798
|
23
$824
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12New |
$383 - $416
|
12
$430
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.04% |
$95.7 - $104
|
6.97K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-530- 68.39% |
$16.9K - $18.4K
|
245
$8.78K
|
|
|
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
|