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 29 institutions that hold shares in the stock, with a total of 583,697 shares, which have been reported (via 13F filing form) to have a value of $22.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
195,145
shares
|
$7.59 Million
0.08% of portfolio
|
Q3 2024
Added 80.47%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
112,949
shares
|
$4.39 Million
3.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
60,103
shares
|
$2.34 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
39,825
shares
|
$1.55 Million
1.4% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
25,240
shares
|
$981,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
18,728
shares
|
$728,331
0.15% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,990
shares
|
$699,631
0.0% of portfolio
|
Q3 2024
Added 144.3%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
14,113
shares
|
$548,854
0.19% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
11,271
shares
|
$438,329
0.13% of portfolio
|
Q3 2024
Added 85.74%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
10,977
shares
|
$426,895
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,850
shares
|
$421,956
0.0% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
10,718
shares
|
$416,823
0.21% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,988
shares
|
$388,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
8,277
shares
|
$321,892
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,630
shares
|
$296,730
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
7,377
shares
|
$286,891
0.03% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
6,095
shares
|
$237,034
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
6,083
shares
|
$236,567
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,916
shares
|
$191,183
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
4,000
shares
|
$155,560
0.11% of portfolio
|
Q3 2023
Reduced 47.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,014
shares
|
$39,434
0.0% of portfolio
|
Q1 2023
Added 153.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
182
shares
|
$7,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
144
shares
|
$5,600
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
25
shares
|
$972
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$972
0.0% of portfolio
|
Q3 2024
New holding
|