Purchases and Sales Made in Q4 2024 in Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
19.6KNew |
$674K - $712K
|
19.6K
$686K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.11K+ 40.34% |
$141K - $149K
|
14.3K
$499K
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.44K+ 17.21% |
$49.4K - $52.3K
|
9.8K
$343K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.18K+ 16.44% |
$40.6K - $42.9K
|
8.37K
$293K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.02K+ 4.23% |
$35.1K - $37.1K
|
25.1K
$879K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
66+ 0.95% |
$2.27K - $2.4K
|
7.03K
$246K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$2.16K - $2.29K
|
63
$2.2K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
25New |
$859 - $908
|
25
$874
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 30.46% |
$1.82K - $1.92K
|
121
$4.23K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-202- 2.02% |
$6.94K - $7.33K
|
9.81K
$343K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-537- 5.4% |
$18.5K - $19.5K
|
9.42K
$329K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 9.71% |
$43.7K - $46.2K
|
11.8K
$414K
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.68K- 19.33% |
$57.6K - $60.9K
|
7K
$245K
|