Institutional Ownership Listed Fds Tr Trueshares Struc (JULZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JULZ). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 572,744 shares, which have been reported (via 13F filing form) to have a value of $22.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
205,612
shares
|
$8 Million
0.08% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
101,811
shares
|
$3.96 Million
2.49% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
59,463
shares
|
$2.31 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
38,973
shares
|
$1.52 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
25,240
shares
|
$981,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
20,609
shares
|
$801,484
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
14,236
shares
|
$553,638
0.17% of portfolio
|
Q4 2024
Added 26.31%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
14,183
shares
|
$551,576
0.19% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,850
shares
|
$421,956
0.0% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
10,701
shares
|
$416,161
0.21% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
9,796
shares
|
$380,966
0.15% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
7,793
shares
|
$303,069
0.04% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,580
shares
|
$294,786
0.03% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
7,462
shares
|
$290,197
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,453
shares
|
$289,847
0.0% of portfolio
|
Q4 2024
Reduced 58.57%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,905
shares
|
$268,535
0.1% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
6,075
shares
|
$236,256
0.25% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,697
shares
|
$221,556
0.01% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,065
shares
|
$196,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$155,560
0.1% of portfolio
|
Q3 2023
Reduced 47.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,507
shares
|
$58,607
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,014
shares
|
$39,434
0.0% of portfolio
|
Q1 2023
Added 153.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
397
shares
|
$15,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
104
shares
|
$4,044
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
101
shares
|
$3,927
0.0% of portfolio
|
Q4 2024
Reduced 29.86%
|