Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / TRUESHARES STRCT
-
Total 13F shares
-
405,824
-
Share change
-
-232,557
-
Total reported value
-
$17,591,594
-
Price per share
-
$43.47
-
Number of holders
-
22
-
Value change
-
-$9,602,524
-
Number of buys
-
5
-
Number of sells
-
25
Institutional Holders of LISTED FDS TR - TRUESHARES STRCT (JULZ) as of Q2 2025
As of 30 Jun 2025,
LISTED FDS TR - TRUESHARES STRCT (JULZ) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
405,824 shares.
The largest 10 holders included
Mid-American Wealth Advisory Group, Inc., AE Wealth Management LLC, Valtinson Bruner Financial Planning LLC, TrueMark Investments, LLC, Elevated Capital Advisors, LLC, Weaver Consulting Group, INSIGHT 2811, INC., IFP Advisors, Inc, CITADEL ADVISORS LLC, and FSR Wealth Management Ltd..
This page lists
22
institutional shareholders reporting positions in this security
for the Q2 2025 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.