Latest Institutional Purchases of Listed Fds Tr Trueshares Struc (MARZ)
This list provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Struc (MARZ) 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
26.7KNew |
$838K - $902K
|
26.7K
$848K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.86K+ 26.49% |
$121K - $130K
|
18.4K
$585K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
527New |
$16.5K - $17.8K
|
527
$16.7K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
517New |
$16.2K - $17.4K
|
517
$16.4K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
124New |
$3.89K - $4.18K
|
124
$3.93K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124New |
$3.89K - $4.18K
|
124
$3.93K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
104New |
$3.26K - $3.51K
|
104
$3.3K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$2.16K - $2.33K
|
69
$2.19K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60+ 1.51% |
$1.88K - $2.02K
|
4.04K
$128K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 4.0% |
$31.4 - $33.7
|
26
$824
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35New |
$1.04K - $1.13K
|
35
$1.11K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.98KNew |
$231K - $248K
|
7.98K
$253K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6New |
$173 - $186
|
6
$190
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
591KNew |
$16.2M - $17.7M
|
591K
$18.7M
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$26.7 - $29.9
|
1
$31.7
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.88KNew |
$270K - $284K
|
9.88K
$313K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
360New |
$9.85K - $10.4K
|
360
$11.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$194K - $217K
|
8.32K
$264K
|