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Get Institutions for : 
Trueshares Structured Outcome (january) Etf (JANZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    2
Total shares held : 
497,107  
% of shares held : 
5.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
464,039  
% of shares held change : 
  5.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 473,908
 95.33%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
5
 22,424
 4.51%
 
Decreased Positions :
1
-90
-0.02%
 
Closed Positions :
1
-9,779
-1.97%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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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 415 - 2024-03-31 84,246 $2,709,000 -8,373
   Weaver Consulting Group 153 - 2024-03-31 9,220 $297,000 -1,500
   Capital Investment Advisory Services LLC 460 - 2024-03-31 6,969 $224,000 138
   Castleview Partners LLC 231 - 2024-03-31 3,937 $127,000 0
   Aptus Capital Advisors LLC 924 *New 2024-03-31 856 $28,000 856
   HARBOUR INVESTMENTS INC. 1705 - 2023-12-31 936 $28,000 0
   DHJJ Financial Advisors Ltd. 347 - 2024-03-31 775 $25,000 0
   UBS Group AG 6786 *New 2024-03-31 45 $1,000 45
   ACCESS FINANCIAL SERVICES INC. 95 *Closed 2024-03-31 0 $0 -381,243
   PROEQUITIES INC. 3904 - 2024-03-31 0 $0 0
   HANSON MCCLAIN, INC. 3504 *New 2024-03-31 10 $0 10
   J P MORGAN CHASE & CO 6356 *Closed 2024-03-31 0 $0 -46

  12 Records found
  1    
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