Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
-
Equity / TRUESHARES STRCT
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Number of holders
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11
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Total 13F shares, excl. options
-
178,221
-
Shares change
-
-49,959
-
Total reported value, excl. options
-
$6,314,964
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Value change
-
-$1,668,047
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Number of buys
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3
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Number of sells
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8
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Price
-
$35.45
Institutional Holders of LISTED FDS TR - TRUESHARES STRCT (JULZ) as of Q2 2023
As of 30 Jun 2023 LISTED FDS TR - TRUESHARES STRCT (JULZ) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 178,221 shares of stock of the company.
Largest 10 holders included Valtinson Bruner Financial Planning LLC, Summit Wealth Partners, LLC, OSAIC HOLDINGS, INC., Weaver Consulting Group, INSIGHT 2811, INC., Castleview Partners, LLC, Capital Investment Advisory Services, LLC, WOLVERINE TRADING, LLC, UBS Group AG, and HARBOUR INVESTMENTS, INC..
This table shows 15 institutional shareholders of the security as of 30 Jun 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.