Institutional Ownership Listed Fds Tr Trueshares Struc (MARZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (MARZ). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 428,513 shares, which have been reported (via 13F filing form) to have a value of $14.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
155,986
shares
|
$5.13 Million
0.05% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
73,719
shares
|
$2.42 Million
1.49% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
55,776
shares
|
$1.83 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
53,068
shares
|
$1.74 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
25,554
shares
|
$840,215
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
14,725
shares
|
$484,158
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
14,581
shares
|
$479,423
0.14% of portfolio
|
Q3 2024
Added 83.96%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
11,178
shares
|
$367,532
0.05% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,528
shares
|
$313,280
0.0% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
8,102
shares
|
$266,393
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,981
shares
|
$130,895
0.01% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,535
shares
|
$50,470
0.0% of portfolio
|
Q4 2021
Reduced 20.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
360
shares
|
$11,836
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
195
shares
|
$6,411
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
159
shares
|
$5,227
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
35
shares
|
$1,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
25
shares
|
$822
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6
shares
|
$197
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|