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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    5
Total shares held : 
1,287,930  
% of shares held : 
14.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
277,725  
% of shares held change : 
  3.09%  
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 :
6
 145,984
 11.33%
 
Increased Positions :
3
 145,644
 11.31%
 
Unchanged Positions :
3
 13,497
 1.05%
 
Decreased Positions :
7
-13,846
-1.08%
 
Closed Positions :
1
-57
-0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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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 125 - 2023-12-31 1,009,517 $32,825,000 144,623
   Lloyd Advisory Services LLC. 5 - 2024-03-31 342,198 $13,212,000 224,524
   Weaver Consulting Group 65 - 2024-03-31 26,086 $896,000 0
   Great Lakes Retirement Inc. 144 - 2023-12-31 23,594 $753,000 -5,656
   SFI Advisors LLC 49 *New 2023-12-31 14,496 $463,000 14,496
   Authentikos Wealth Advisory LLC 44 - 2023-12-31 11,913 $380,000 -3,087
   Capital Investment Advisory Services LLC 437 - 2024-03-31 7,244 $249,000 88
   OLD MISSION CAPITAL LLC 804 *New 2023-12-31 6,996 $223,000 6,996
   Family Wealth Group LLC 90 - 2023-12-31 6,768 $216,000 0
   INSIGHT 2811 INC 72 - 2023-12-31 6,729 $215,000 0
   WOLVERINE TRADING LLC 1014 *New 2023-12-31 6,728 $215,000 6,728
   Advisor Group Holdings Inc. 4222 - 2023-12-31 3,996 $128,000 -3,996
   DHJJ Financial Advisors Ltd. 248 - 2024-03-31 1,725 $59,000 -100
   Pineridge Advisors LLC - 2023-12-31 553 $18,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 537 - 2023-12-31 136 $4,000 -62
   Sound Income Strategies LLC 933 *New 2024-03-31 114 $4,000 114
   J P MORGAN CHASE & CO 5323 *New 2023-12-31 89 $3,000 89
   Richard W. Paul & Associates LLC - 2023-12-31 44 $1,000 10
   HANSON MCCLAIN, INC. 3130 *New 2024-03-31 35 $1,000 35
   TUCKER ASSET MANAGEMENT LLC 988 *New 2023-12-31 9 $0 9
   PROEQUITIES INC. 6914 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7499 *New 2023-12-31 1 $0 1
   UBS Group AG 7985 *Closed 2023-12-31 0 $0 -57
   B.O.S.S. Retirement Advisors LLC 203 *Closed 2024-03-31 0 $0 -44,182

  24 Records found
  1    
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