Latest Institutional Transactions on Listed Fds Tr Trueshares Struc (MARZ)
This table provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Struc (MARZ) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.68K- 11.43% |
$52.8K - $56.8K
|
13K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-129- 1.59% |
$4.04K - $4.35K
|
7.97K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-735- 6.58% |
$23K - $24.8K
|
10.4K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-59- 30.26% |
$1.85K - $1.99K
|
136
$4.38K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60+ 1.51% |
$1.88K - $2.02K
|
4.04K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
26.7KNew |
$838K - $902K
|
26.7K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$2.16K - $2.33K
|
69
$2.22K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-8.16K- 11.07% |
$256K - $275K
|
65.6K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.86K+ 26.49% |
$121K - $130K
|
18.4K
$594K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.32K- 2.37% |
$41.5K - $44.6K
|
54.5K
$1.75M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
987+ 11.56% |
$29.4K - $31.8K
|
9.53K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.4K+ 7.92% |
$341K - $369K
|
156K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.6KNew |
$761K - $823K
|
25.6K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35New |
$1.04K - $1.13K
|
35
$1.13K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-32- 0.06% |
$953 - $1.03K
|
53.1K
$1.71M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
159New |
$4.6K - $4.94K
|
159
$5.12K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.98KNew |
$231K - $248K
|
7.98K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14- 20.9% |
$405 - $435
|
53
$1.71K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6New |
$173 - $186
|
6
$193
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
25New |
$688 - $751
|
25
$805
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
591KNew |
$16.2M - $17.7M
|
591K
$19M
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$26.7 - $29.9
|
1
$32.2
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.88KNew |
$270K - $284K
|
9.88K
$318K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
360New |
$9.85K - $10.4K
|
360
$11.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$194K - $217K
|
8.32K
$268K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-91.7K- 88.57% |
$2.14M - $2.49M
|
11.8K
$381K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 20.67% |
$10.8K - $11.8K
|
1.54K
$49.4K
|
|