Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / TRUESHARES STRUC
-
Total 13F shares
-
252,203
-
Share change
-
+63,466
-
Total reported value
-
$7,323,947
-
Price per share
-
$29.04
-
Number of holders
-
13
-
Value change
-
+$1,832,105
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of LISTED FDS TR - TRUESHARES STRUC (MAYZ) as of Q1 2025
As of 31 Mar 2025,
LISTED FDS TR - TRUESHARES STRUC (MAYZ) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
252,203 shares.
The largest 10 holders included
AE Wealth Management LLC, TrueMark Investments, LLC, Weaver Consulting Group, COMMONWEALTH EQUITY SERVICES, LLC, FSR Wealth Management Ltd., Outlook Wealth Advisors, LLC, Capital Investment Advisory Services, LLC, Lord & Richards Wealth Management, LLC, Quest 10 Wealth Builders, Inc., and DHJJ Financial Advisors, Ltd..
This page lists
13
institutional shareholders reporting positions in this security
for the Q1 2025 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.