Institutional Ownership Listed Fds Tr Trueshares Struc (NOVZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (NOVZ). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 361,299 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
123,839
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
76,354
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
45,464
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 7.91%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
40,655
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
21,142
shares
|
$0
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
14,605
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
10,287
shares
|
$0
0.15% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
8,250
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,050
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 349.04%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
6,277
shares
|
$0
0.25% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
5,961
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
610
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 43.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
422
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
127
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
109
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 29.68%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
54
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
41
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
27
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
20
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5
shares
|
$0
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
|