Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
-
Equity / TRUESHARES STRCT
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Number of holders
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16
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Total 13F shares, excl. options
-
300,150
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Shares change
-
+45,997
-
Total reported value, excl. options
-
$12,146,326
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Value change
-
+$1,868,088
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Number of buys
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4
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Number of sells
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8
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Price
-
$40.47
Institutional Holders of LISTED FDS TR - TRUESHARES STRCT (JULZ) as of Q2 2024
As of 30 Jun 2024 LISTED FDS TR - TRUESHARES STRCT (JULZ) had 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 300,150 shares of stock of the company.
Largest 10 holders included AE Wealth Management LLC, Valtinson Bruner Financial Planning LLC, Lloyd Advisory Services, LLC., Summit Wealth Partners, LLC, Weaver Consulting Group, OSAIC HOLDINGS, INC., INSIGHT 2811, INC., Great Lakes Retirement, Inc., Capital Investment Advisory Services, LLC, and WOLVERINE TRADING, LLC.
This table shows 18 institutional shareholders of the security as of 30 Jun 2024.
| 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.