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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    1
Total shares held : 
 205,161  
% of shares held : 
 2.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 69,763  
% of shares held change : 
   0.78%  
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 :
2
 67,527
 32.91%
 
Increased Positions :
2
 4,016
 1.96%
 
Unchanged Positions :
5
 30,829
 15.03%
 
Decreased Positions :
3
-1,558
-0.76%
 
Closed Positions :
1
-222
-0.11%
 
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
   Valtinson Bruner Financial Planning LLC 26 - 2024-03-31 60,815 $2,384,000 -368
   WOLVERINE TRADING LLC 535 - 2023-12-31 20,606 $745,000 3,943
   Advisor Group Holdings Inc. 2617 - 2024-03-31 18,550 $727,000 0
   Weaver Consulting Group 88 - 2024-03-31 14,113 $553,000 0
   INSIGHT 2811 INC 52 - 2024-03-31 10,728 $421,000 0
   Great Lakes Retirement Inc. 186 *New 2024-03-31 9,190 $360,000 9,190
   Capital Investment Advisory Services LLC 409 - 2024-03-31 7,377 $289,000 112
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4471 *New 2024-03-31 5,324 $209,000 5,324
   Castleview Partners LLC 200 - 2024-03-31 4,000 $157,000 0
   HARBOUR INVESTMENTS INC. 1588 - 2023-12-31 1,014 $37,000 0
   DHJJ Financial Advisors Ltd. 473 - 2024-03-31 175 $7,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2357 *Closed 2024-03-31 0 $0 -67,526
   UBS Group AG 7643 *Closed 2023-12-31 0 $0 -222
   PROEQUITIES INC. 6918 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7500 *New 2023-12-31 1 $0 1
  15 Records found
  1    
  Page 1 of 1
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