Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / TRUESHARES STRCT
-
Total 13F shares
-
228,180
-
Share change
-
+2,591
-
Total reported value
-
$7,607,488
-
Price per share
-
$33.35
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Number of holders
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13
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Value change
-
+$98,379
-
Number of buys
-
5
-
Number of sells
-
7
Institutional Holders of LISTED FDS TR - TRUESHARES STRCT (JULZ) as of Q1 2023
As of 31 Mar 2023 LISTED FDS TR - TRUESHARES STRCT (JULZ) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 228,180 shares of stock of the company.
Largest 10 holders included Valtinson Bruner Financial Planning LLC, Summit Wealth Partners, LLC, Kestra Advisory Services, LLC, ADVISOR GROUP HOLDINGS, INC., Weaver Consulting Group, INSIGHT 2811, INC., WOLVERINE TRADING, LLC, Castleview Partners, LLC, Capital Investment Advisory Services, LLC, and OLD MISSION CAPITAL LLC.
This table shows 13 institutional shareholders of the security as of 31 Mar 2023.
| 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.