Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.1K- 65.27% |
N/A
|
20.2K
$787K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.03K- 1.47% |
N/A
|
203K
$7.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.32K- 17.43% |
N/A
|
6.26K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.16K- 2.98% |
N/A
|
37.8K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-823- 81.16% |
N/A
|
191
$7.43K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-797- 7.45% |
N/A
|
9.9K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-492- 5.02% |
N/A
|
9.3K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-340- 4.36% |
N/A
|
7.45K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-286- 0.48% |
N/A
|
59.2K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-264- 68.75% |
N/A
|
120
$4.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-210- 2.81% |
N/A
|
7.25K
$282K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-43- 29.86% |
N/A
|
101
$3.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-20- 0.33% |
N/A
|
6.08K
$236K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.19K- 5.97% |
N/A
|
18.7K
$728K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 85.71% |
N/A
|
25
$972
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.63K- 47.57% |
$125K - $132K
|
4K
$156K
|
|
| Q1 2023 | |||||||
|
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 | |||||||
|
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
|
|