Institutional Ownership Listed Fds Tr Trueshares Struc (JANZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JANZ). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 233,044 shares, which have been reported (via 13F filing form) to have a value of $8.14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
93,654
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
47,247
shares
|
$1.66 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
24,110
shares
|
$844,573
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
10,177
shares
|
$356,500
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
10,015
shares
|
$350,825
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
9,952
shares
|
$348,618
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
8,870
shares
|
$310,716
0.11% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
8,672
shares
|
$303,780
0.19% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
7,190
shares
|
$251,865
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
6,969
shares
|
$244,124
0.03% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
3,937
shares
|
$137,913
0.09% of portfolio
|
Q3 2022
Added 208.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
936
shares
|
$32,788
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
856
shares
|
$29,985
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
245
shares
|
$8,582
0.0% of portfolio
|
Q3 2024
Reduced 68.39%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
174
shares
|
$6,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
23
shares
|
$805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10
shares
|
$350
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7
shares
|
$245
0.0% of portfolio
|
Q2 2024
Reduced 84.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|