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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Top investors of Listed Fd Tr stock
Who bought or sold LISTED FD TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 62k | $2.9M | 100% | Sep 2025 |
|
| IFP Advisors | 6.3k | $293k | -31% | Sep 2025 |
|
| Advisor Group Holdings | 2.8k | $124k | 0% | Sep 2025 |
|
| Morgan Stanley | 1.00 | $49.000000 | 100% | Jun 2025 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mid-American Wealth Advisory Group | Jun 2025 | 105k | $4.5M |
| AE Wealth Management | Jun 2025 | 91k | $3.9M |
| Valtinson Bruner Financial Planning | Jun 2025 | 59k | $2.5M |
| TrueMark Investments | Jun 2025 | 58k | $2.5M |
| Elevated Capital Advisors | Jun 2025 | 15k | $592k |
| Weaver Consulting Group | Jun 2025 | 14k | $617k |
| Insight 2811 | Jun 2025 | 9.9k | $431k |
| Citadel Advisors | Jun 2025 | 7.0k | $305k |
| FSR Wealth Management | Jun 2025 | 6.5k | $283k |
| Capital Investment Advisory Services | Jun 2025 | 6.3k | $272k |
| SMART Wealth | Jun 2025 | 5.9k | $254k |
| Family Wealth Group | Jun 2025 | 5.4k | $234k |
| LPL Financial | Jun 2025 | 5.1k | $220k |
| Quest 10 Wealth Builders | Jun 2025 | 1.6k | $71k |
| UBS Group | Jun 2025 | 819.00 | $36k |
| Harbour Investments | Jun 2025 | 191.00 | $8.3k |
| Capital A Wealth Management | Mar 2025 | 120.00 | $4.8k |
| Ameritas Advisory Services | Jun 2025 | 18.00 | $763.000200 |
| DHJJ Financial Advisors | Jun 2025 | 10.00 | $435.000000 |