Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TRUESHS TECH AI
-
Total 13F shares
-
86,558
-
Share change
-
+5,248
-
Total reported value
-
$3,307,162
-
Price per share
-
$38.21
-
Number of holders
-
17
-
Value change
-
+$308,530
-
Number of buys
-
8
-
Number of sells
-
6
Institutional Holders of LISTED FD TR - TRUESHS TECH AI (LRNZ) as of Q4 2023
As of 31 Dec 2023,
LISTED FD TR - TRUESHS TECH AI (LRNZ) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
86,558 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., Belpointe Asset Management LLC, Tower Research Capital LLC (TRC), COMMONWEALTH EQUITY SERVICES, LLC, Prime Capital Investment Advisors, LLC, Weaver Consulting Group, Acorn Wealth Advisors, LLC, SIGNATUREFD, LLC, HARBOUR INVESTMENTS, INC., and Capital Investment Advisory Services, LLC.
This page lists
18
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.