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Trueshares Structured Outcome (november) Etf (NOVZ) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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16 1 |
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Total
shares held :
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481,567 |
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% of shares
held :
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38.68% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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1 |
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Amount
of shares held :
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91,253 |
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% of shares
held change :
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7.33% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
AE Wealth Management LLC |
324 |
- |
2024-03-31 |
112,896 |
$4,251,000 |
-160,752 |
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Valtinson Bruner Financial Planning LLC |
23 |
- |
2024-03-31 |
79,663 |
$3,000,000 |
-1,547 |
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First Capital Advisors Group LLC. |
33 |
- |
2023-06-30 |
45,464 |
$1,531,000 |
3,334 |
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Great Lakes Retirement Inc. |
178 |
- |
2024-03-31 |
10,014 |
$377,000 |
-626 |
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INSIGHT 2811 INC |
75 |
- |
2024-03-31 |
5,961 |
$224,000 |
0 |
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LINCOLN NATIONAL CORP |
1114 |
*New |
2024-03-31 |
5,480 |
$206,000 |
5,480 |
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Advisor Group Holdings Inc. |
4577 |
- |
2024-03-31 |
1,570 |
$59,000 |
0 |
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Spire Wealth Management |
1246 |
- |
2024-03-31 |
1,210 |
$46,000 |
0 |
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DHJJ Financial Advisors Ltd. |
361 |
- |
2024-03-31 |
545 |
$21,000 |
-160 |
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Pineridge Advisors LLC |
329 |
- |
2024-03-31 |
184 |
$7,000 |
-14 |
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UBS Group AG |
6643 |
- |
2024-03-31 |
66 |
$2,000 |
36 |
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Sound Income Strategies LLC |
1047 |
*New |
2024-03-31 |
51 |
$2,000 |
51 |
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Richard W. Paul & Associates LLC |
469 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
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OLIVER LAGORE VANVALIN INVESTMENT GROUP |
694 |
*Closed |
2024-03-31 |
0 |
$0 |
-45 |
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WOLVERINE TRADING LLC |
1166 |
*Closed |
2024-03-31 |
0 |
$0 |
-33,387 |
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OLD MISSION CAPITAL LLC |
934 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,863 |
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TUCKER ASSET MANAGEMENT LLC |
992 |
*New |
2023-12-31 |
4 |
$0 |
4 |
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PROEQUITIES INC. |
7755 |
- |
2024-03-31 |
0 |
$0 |
0 |
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Lloyd Advisory Services LLC. |
171 |
*Closed |
2024-03-31 |
0 |
$0 |
-40,223 |
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CREATIVE PLANNING |
2920 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,000 |
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B.O.S.S. Retirement Advisors LLC |
208 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,055 |
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21 Records found
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1
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