Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / TRUESHARES STRUC
-
Total 13F shares
-
188,737
-
Share change
-
+69,597
-
Total reported value
-
$5,675,541
-
Price per share
-
$30.07
-
Number of holders
-
11
-
Value change
-
+$2,092,124
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of LISTED FDS TR - TRUESHARES STRUC (MAYZ) as of Q4 2024
As of 31 Dec 2024,
LISTED FDS TR - TRUESHARES STRUC (MAYZ) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
188,737 shares.
The largest 10 holders included
AE Wealth Management LLC, Weaver Consulting Group, COMMONWEALTH EQUITY SERVICES, LLC, FSR Wealth Management Ltd., Outlook Wealth Advisors, LLC, CreativeOne Wealth, LLC, Capital Investment Advisory Services, LLC, DHJJ Financial Advisors, Ltd., Quest 10 Wealth Builders, Inc., and Capital A Wealth Management, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 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.