Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / TRUESHARES STRCT
-
Total 13F shares
-
226,589
-
Share change
-
+25,519
-
Total reported value
-
$7,238,980
-
Price per share
-
$31.85
-
Number of holders
-
15
-
Value change
-
+$813,833
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of LISTED FDS TR - TRUESHARES STRCT (JULZ) as of Q4 2022
As of 31 Dec 2022,
LISTED FDS TR - TRUESHARES STRCT (JULZ) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
226,589 shares.
The largest 10 holders included
Valtinson Bruner Financial Planning LLC, Summit Wealth Partners, LLC, Kestra Advisory Services, LLC, Weaver Consulting Group, ADVISOR GROUP HOLDINGS, INC., INSIGHT 2811, INC., Castleview Partners, LLC, OLD MISSION CAPITAL LLC, WOLVERINE TRADING, LLC, and Capital Investment Advisory Services, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.