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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 8    2
Total shares held : 
 404,468  
% of shares held : 
 40.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 332,265  
% of shares held change : 
   32.9%  
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
 342,666
 84.72%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
4
 5,921
 1.46%
 
Decreased Positions :
1
-524
-0.13%
 
Closed Positions :
1
-9,877
-2.44%
 
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
   ACCESS FINANCIAL SERVICES INC. 2 *New 2024-03-31 590,586 $17,744,000 590,586
   AE Wealth Management LLC 396 *New 2023-12-31 342,648 $9,740,000 342,648
   Weaver Consulting Group 41 - 2024-03-31 55,881 $1,679,000 0
   Great Lakes Retirement Inc. 180 *New 2024-03-31 12,538 $377,000 12,538
   Capital Investment Advisory Services LLC 537 - 2024-03-31 3,981 $120,000 -45
   HARBOUR INVESTMENTS INC. 1517 - 2023-12-31 1,535 $43,000 0
   DHJJ Financial Advisors Ltd. 438 - 2024-03-31 360 $11,000 0
   UBS Group AG 7621 *New 2023-12-31 17 $0 17
   MORGAN STANLEY 7431 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 6912 - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1248 *Closed 2023-12-31 0 $0 -9,877
  11 Records found
  1    
  Page 1 of 1
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