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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-75- 0.38% |
$2.92K - $2.93K
|
19.9K
$775K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.36KNew |
$286K - $288K
|
7.36K
$286K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.7K- 30.73% |
$222K - $223K
|
12.9K
$500K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.45K+ 5.31% |
$212K - $213K
|
108K
$4.21M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-743- 8.08% |
$28.9K - $29.1K
|
8.45K
$329K
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10- 0.09% |
$389 - $391
|
10.7K
$417K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-501- 0.82% |
$19.5K - $19.6K
|
60.3K
$2.35M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.5KNew |
$1.54M - $1.54M
|
39.5K
$1.54M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.07KNew |
$236K - $237K
|
6.07K
$236K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-13- 7.56% |
$506 - $508
|
159
$6.18K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2New |
$71.4 - $78.4
|
2
$77.8
|
|
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 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.5KNew |
$2.28M - $2.53M
|
67.5K
$2.63M
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 5.41% |
$338 - $375
|
175
$6.81K
|
|
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
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.64K- 28.33% |
$83.6K - $88.9K
|
6.68K
$260K
|
|
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
|