Latest Institutional Transactions on Listed Fds Tr Trueshares Struc (JULZ)
This table provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Struc (JULZ) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.08KNew |
N/A
|
6.08K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 144.3% |
N/A
|
18K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
87K+ 80.47% |
N/A
|
195K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9New |
N/A
|
9
$350
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.63KNew |
N/A
|
7.63K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.99KNew |
N/A
|
9.99K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
182New |
N/A
|
182
$7.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.92KNew |
N/A
|
4.92K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 15.56% |
N/A
|
10.9K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
N/A
|
25
$972
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11KNew |
N/A
|
11K
$427K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-211- 0.35% |
N/A
|
60.1K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.19K- 5.97% |
N/A
|
18.7K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.2KNew |
N/A
|
25.2K
$982K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-170- 2.01% |
N/A
|
8.28K
$322K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 85.71% |
N/A
|
25
$972
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.2K+ 85.74% |
N/A
|
11.3K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-15- 9.43% |
N/A
|
144
$5.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
340+ 0.86% |
N/A
|
39.8K
$1.55M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
113KNew |
N/A
|
113K
$4.39M
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10- 0.09% |
$389 - $391
|
10.7K
$417K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5New |
$194 - $196
|
5
$194
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18New |
$642 - $706
|
18
$700
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.32KNew |
$190K - $209K
|
5.32K
$207K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
112+ 1.54% |
$4K - $4.39K
|
7.38K
$287K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.8 - $37.5
|
1
$38.9
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
73+ 0.52% |
$2.46K - $2.74K
|
14.1K
$549K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.63K- 47.57% |
$125K - $132K
|
4K
$156K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
400New |
$13.2K - $14.2K
|
400
$15.6K
|
|
| Q1 2023 | |||||||
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$200K - $213K
|
6.32K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
614+ 153.5% |
$19.4K - $20.7K
|
1.01K
$39.4K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-145- 0.47% |
$4.59K - $4.88K
|
31K
$1.21M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.92K- 54.36% |
$247K - $272K
|
6.65K
$259K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
N/A
|
1K
$38.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-19.9KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-633Closed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$172K
|
|