Latest Institutional Purchases of Listed Fds Tr Trueshares Struc (JULZ)
This list provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Struc (JULZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
N/A
|
18
$700
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
24.7KNew |
N/A
|
24.7K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.14K+ 122.62% |
N/A
|
16.6K
$645K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.12KNew |
N/A
|
9.12K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.4KNew |
N/A
|
7.4K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
6.28K+ 6.17% |
N/A
|
108K
$4.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.72KNew |
N/A
|
5.72K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.23K+ 17.76% |
N/A
|
8.13K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
517+ 3.63% |
N/A
|
14.8K
$574K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
480New |
N/A
|
480
$18.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
391+ 25.95% |
N/A
|
1.9K
$73.8K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
275+ 1.33% |
N/A
|
20.9K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
158+ 151.92% |
N/A
|
262
$10.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
102+ 85.71% |
N/A
|
221
$8.59K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$560K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.07KNew |
N/A
|
5.07K
$197K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
900+ 32.73% |
N/A
|
3.65K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
781+ 15.89% |
N/A
|
5.7K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
397New |
N/A
|
397
$15.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
70+ 0.5% |
N/A
|
14.2K
$552K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
52New |
N/A
|
52
$2.02K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16New |
N/A
|
16
$622
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$38.9
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 5.56% |
N/A
|
19
$739
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.99KNew |
N/A
|
9.99K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
N/A
|
25
$972
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9New |
N/A
|
9
$350
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5New |
$194 - $196
|
5
$194
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.32KNew |
$190K - $209K
|
5.32K
$207K
|
|
| 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
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$172K
|
|