Purchases and Sales Made in Q1 2023 in Listed Fds Tr Trueshares Struc (JULZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JULZ) during Q1 2023. The information is specifically focused on institutions that hold shares of LISTED FDS TR TRUESHARES STRUC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.7K+ 71.96% |
$244K - $259K
|
18.4K
$716K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$200K - $213K
|
6.32K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$200K - $213K
|
6.32K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 23.83% |
$57.3K - $60.9K
|
9.4K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
614+ 153.5% |
$19.4K - $20.7K
|
1.01K
$39.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.07% |
$158 - $168
|
7.27K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-145- 0.47% |
$4.59K - $4.88K
|
31K
$1.21M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-157- 0.33% |
$4.97K - $5.28K
|
47.4K
$1.84M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.19K- 1.85% |
$37.6K - $40K
|
63K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2K- 20.77% |
$63.3K - $67.3K
|
7.63K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.64K- 28.33% |
$83.6K - $88.9K
|
6.68K
$260K
|