Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TRUESHARES STRCD
-
Total 13F shares
-
497,107
-
Share change
-
+464,039
-
Total reported value
-
$14,899,012
-
Price per share
-
$29.86
-
Number of holders
-
8
-
Value change
-
+$13,928,935
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of LISTED FDS TR - TRUESHARES STRCD (JANZ) as of Q4 2023
As of 31 Dec 2023,
LISTED FDS TR - TRUESHARES STRCD (JANZ) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
497,107 shares.
The largest 8 holders included
ACCESS FINANCIAL SERVICES, INC., AE Wealth Management LLC, Weaver Consulting Group, Capital Investment Advisory Services, LLC, Castleview Partners, LLC, HARBOUR INVESTMENTS, INC., DHJJ Financial Advisors, Ltd., and JPMORGAN CHASE & CO.
This page lists
8
institutional shareholders reporting positions in this security
for the Q4 2023 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.