Who owns LISTED FD TR?
- Ticker: JULZ
- CUSIP Number: 53656f664
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LISTED FD TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
AE Wealth Management | 195k | $8.3M | 80% | Sep 2024 |
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Mid-American Wealth Advisory Group | 113k | $4.8M | 100% | Sep 2024 |
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Valtinson Bruner Financial Planning | 60k | $2.5M | 0% | Sep 2024 |
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Lloyd Advisory Services | 40k | $1.7M | 1% | Sep 2024 |
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Summit Wealth Partners | 19k | $792k | -6% | Sep 2024 |
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Wolverine Trading | 18k | $759k | 144% | Sep 2024 |
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Weaver Consulting Group | 14k | $597k | 0% | Sep 2024 |
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Elevated Capital Advisors | 11k | $477k | 86% | Sep 2024 |
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Howard Bailey Securities | 11k | $464k | 100% | Sep 2024 |
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Advisor Group Holdings | 11k | $459k | -42% | Sep 2024 |
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Insight 2811 | 11k | $453k | 0% | Sep 2024 |
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Great Lakes Retirement | 8.3k | $350k | -2% | Sep 2024 |
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Capital Investment Advisory Services | 7.4k | $312k | 0% | Sep 2024 |
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Authentikos Wealth Advisory | 6.1k | $258k | 100% | Sep 2024 |
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Change Path | 4.9k | $208k | 100% | Sep 2024 |
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Castleview Partners | 4.0k | $169k | 0% | Sep 2024 |
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Harbour Investments | 1.0k | $43k | 0% | Sep 2024 |
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Pineridge Advisors | 144.00 | $6.1k | -9% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 25.00 | $1.1k | 100% | Sep 2024 |
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DHJJ Financial Advisors | 25.00 | $1.1k | -86% | Sep 2024 |
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Richard W. Paul & Associates | 18.00 | $761.000400 | 0% | Sep 2024 |
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Bank of America Corporation | 9.00 | $380.999700 | 100% | Sep 2024 |
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CWM | 5.00 | $0 | 0% | Sep 2024 |
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