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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    1
Total shares held : 
 481,567  
% of shares held : 
 38.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 91,253  
% of shares held change : 
   7.33%  
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
 79,610
 16.53%
 
Increased Positions :
5
 33,142
 6.88%
 
Unchanged Positions :
3
 2,780
 0.58%
 
Decreased Positions :
5
-7,509
-1.56%
 
Closed Positions :
2
-13,990
-2.91%
 
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 398 - 2023-12-31 273,648 $9,703,000 19,299
   Valtinson Bruner Financial Planning LLC 23 - 2024-03-31 79,663 $3,000,000 -1,547
   First Capital Advisors Group LLC. 33 - 2023-06-30 45,464 $1,531,000 3,334
   WOLVERINE TRADING LLC 393 *New 2023-12-31 33,387 $1,159,000 33,387
   Great Lakes Retirement Inc. 182 - 2023-12-31 10,640 $369,000 -2,432
   OLD MISSION CAPITAL LLC 759 - 2023-12-31 7,863 $273,000 7,863
   CREATIVE PLANNING 2385 *New 2023-12-31 6,000 $208,000 6,000
   INSIGHT 2811 INC 76 - 2023-12-31 5,961 $207,000 5,961
   LINCOLN NATIONAL CORP 1114 *New 2024-03-31 5,480 $206,000 5,480
   Advisor Group Holdings Inc. 4820 - 2023-12-31 1,570 $54,000 0
   Spire Wealth Management 1246 - 2024-03-31 1,210 $46,000 0
   DHJJ Financial Advisors Ltd. 361 - 2024-03-31 545 $21,000 -160
   Pineridge Advisors LLC - 2023-12-31 198 $7,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 605 - 2023-12-31 45 $2,000 -20
   Sound Income Strategies LLC 1047 *New 2024-03-31 51 $2,000 51
   UBS Group AG 6784 - 2023-12-31 30 $1,000 14
   Richard W. Paul & Associates LLC - 2023-12-31 20 $1,000 5
   TUCKER ASSET MANAGEMENT LLC 992 *New 2023-12-31 4 $0 4
   PROEQUITIES INC. 7755 - 2024-03-31 0 $0 0
   Lloyd Advisory Services LLC. 171 *Closed 2024-03-31 0 $0 -40,223
   Authentikos Wealth Advisory LLC 595 *Closed 2023-12-31 0 $0 -6,557
   B.O.S.S. Retirement Advisors LLC 208 *Closed 2024-03-31 0 $0 -19,055
  22 Records found
  1    
  Page 1 of 1
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