Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TRUESHARES STRCT
-
Total 13F shares
-
225,919
-
Share change
-
+51,209
-
Total reported value
-
$8,171,836
-
Price per share
-
$36.17
-
Number of holders
-
12
-
Value change
-
+$1,852,663
-
Number of buys
-
4
-
Number of sells
-
5
Institutional Holders of LISTED FDS TR - TRUESHARES STRCT (JULZ) as of Q4 2023
As of 31 Dec 2023,
LISTED FDS TR - TRUESHARES STRCT (JULZ) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
225,919 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Valtinson Bruner Financial Planning LLC, Summit Wealth Partners, LLC, WOLVERINE TRADING, LLC, OSAIC HOLDINGS, INC., Weaver Consulting Group, INSIGHT 2811, INC., Capital Investment Advisory Services, LLC, Castleview Partners, LLC, and HARBOUR INVESTMENTS, INC..
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2023 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.