Latest Institutional Transactions on Listed Fds Tr Trueshares Struc (JANZ)
This table provides information on the latest institutional transactions involving Listed Fds Tr Trueshares Struc (JANZ) 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-215- 87.76% |
$7.05K - $7.62K
|
30
$954
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-386- 4.1% |
$12.7K - $13.7K
|
9.03K
$287K
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
246K+ 2937.8% |
$8.07M - $8.71M
|
254K
$8.09M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-600- 5.07% |
$19.7K - $21.3K
|
11.2K
$357K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155KNew |
$5.1M - $5.51M
|
155K
$4.94M
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.59K- 3.25% |
$52.2K - $56.3K
|
47.4K
$1.51M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.61% |
$5.18K - $5.6K
|
9.66K
$307K
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.9KNew |
$520K - $562K
|
15.9K
$504K
|
|
Q4 2024 | |||||||
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
146New |
$5.02K - $5.3K
|
146
$4.64K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
471New |
$16.2K - $17.1K
|
471
$15K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.22KNew |
$214K - $226K
|
6.22K
$198K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.03KNew |
$69.8K - $73.7K
|
2.03K
$64.6K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
483New |
$16.6K - $17.5K
|
483
$15.4K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
36.2K+ 12.07% |
$1.24M - $1.31M
|
336K
$10.7M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$344 - $363
|
10
$318
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 4.35% |
$34.4 - $36.3
|
24
$763
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 30.46% |
$1.82K - $1.92K
|
121
$3.85K
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
19.6KNew |
$674K - $712K
|
19.6K
$624K
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.44K+ 17.21% |
$49.4K - $52.3K
|
9.8K
$312K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
25New |
$859 - $908
|
25
$795
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
66+ 0.95% |
$2.27K - $2.4K
|
7.03K
$224K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.02K+ 4.23% |
$35.1K - $37.1K
|
25.1K
$799K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$2.16K - $2.29K
|
63
$2K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.11K+ 40.34% |
$141K - $149K
|
14.3K
$454K
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.68K- 19.33% |
$57.6K - $60.9K
|
7K
$222K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
747+ 10671.43% |
$23.8K - $25.9K
|
754
$24K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12New |
$383 - $416
|
12
$382
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$957 - $1.04K
|
30
$954
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-350- 3.8% |
$0 - $11.7K
|
8.87K
$282K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
856New |
$25.2K - $27.5K
|
856
$27.2K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
10New |
$295 - $322
|
10
$318
|
|
Q4 2023 | |||||||
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
381KNew |
$10.4M - $11.7M
|
381K
$12.1M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.78KNew |
$274K - $289K
|
9.78K
$311K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.42KNew |
$0 - $231K
|
8.42K
$268K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
936New |
$0 - $25.7K
|
936
$29.8K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
7.88KNew |
$189K - $215K
|
7.88K
$250K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.15K- 5.92% |
$27.6K - $31.4K
|
18.3K
$581K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 18.94% |
$98K - $112K
|
25.6K
$813K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 208.3% |
$64K - $73.3K
|
3.94K
$125K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 17.36% |
$70.7K - $81K
|
14K
$445K
|