Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / TRUESHARES STRCT
-
Total 13F shares
-
153,528
-
Share change
-
-110,923
-
Total reported value
-
$4,626,000
-
Price per share
-
$30.13
-
Number of holders
-
10
-
Value change
-
-$3,417,556
-
Number of buys
-
3
-
Number of sells
-
6
Institutional Holders of LISTED FDS TR - TRUESHARES STRCT (JULZ) as of Q3 2022
As of 30 Sep 2022,
LISTED FDS TR - TRUESHARES STRCT (JULZ) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
153,528 shares.
The largest 10 holders included
Valtinson Bruner Financial Planning LLC, Summit Wealth Partners, LLC, Kestra Advisory Services, LLC, Weaver Consulting Group, COMMONWEALTH EQUITY SERVICES, LLC, ADVISOR GROUP HOLDINGS, INC., Castleview Partners, LLC, BALLAST ADVISORS LLC, UBS Group AG, and IFP Advisors, Inc.
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.