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 21 institutions that hold shares in the stock, with a total of 446,001 shares, which have been reported (via 13F filing form) to have a value of $14.3 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 Million
0.05% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
65,557
shares
|
$2.1 Million
1.21% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
54,453
shares
|
$1.75 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
51,917
shares
|
$1.66 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
26,739
shares
|
$857,252
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
25,554
shares
|
$819,261
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
18,443
shares
|
$591,282
0.18% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
13,042
shares
|
$418,126
0.15% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
10,443
shares
|
$334,802
0.04% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,528
shares
|
$305,467
0.0% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
7,973
shares
|
$255,614
0.25% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,041
shares
|
$129,554
0.01% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,535
shares
|
$49,212
0.0% of portfolio
|
Q4 2021
Reduced 20.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
360
shares
|
$11,541
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
159
shares
|
$5,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
136
shares
|
$4,360
0.0% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
69
shares
|
$2,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
35
shares
|
$1,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
25
shares
|
$801
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6
shares
|
$192
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
|