Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / TRUESHARES NOV
-
Total 13F shares
-
271,728
-
Share change
-
+54,068
-
Total reported value
-
$10,589,691
-
Price per share
-
$38.97
-
Number of holders
-
14
-
Value change
-
+$2,114,379
-
Number of buys
-
6
-
Number of sells
-
8
Institutional Holders of LISTED FDS TR - TRUESHARES NOV (NOVZ) as of Q2 2024
As of 30 Jun 2024,
LISTED FDS TR - TRUESHARES NOV (NOVZ) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
271,728 shares.
The largest 10 holders included
AE Wealth Management LLC, Valtinson Bruner Financial Planning LLC, Lloyd Advisory Services, LLC., Great Lakes Retirement, Inc., OSAIC HOLDINGS, INC., Elevated Capital Advisors, LLC, INSIGHT 2811, INC., Atria Wealth Solutions, Inc., Spire Wealth Management, and DHJJ Financial Advisors, Ltd..
This page lists
14
institutional shareholders reporting positions in this security
for the Q2 2024 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.