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 |
|---|---|---|---|---|---|
| AE Wealth Management | 206k | $8.6M | 5% | Dec 2024 |
|
| Mid-American Wealth Advisory Group | 108k | $4.3M | 6% | Mar 2025 |
|
| Valtinson Bruner Financial Planning | 60k | $2.5M | -1% | Dec 2024 |
|
| Lloyd Advisory Services | 38k | $1.5M | -3% | Mar 2025 |
|
| B.O.S.S. Retirement Advisors | 21k | $858k | 100% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 20k | $812k | -65% | Mar 2025 |
|
| Vise Technologies | 14k | $599k | 100% | Dec 2024 |
|
| Elevated Capital Advisors | 14k | $592k | 26% | Dec 2024 |
|
| Weaver Consulting Group | 14k | $590k | 0% | Dec 2024 |
|
| Advisor Group Holdings | 11k | $459k | 0% | Dec 2024 |
|
| Insight 2811 | 11k | $445k | 0% | Dec 2024 |
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| Howard Bailey Securities | 9.8k | $408k | -11% | Dec 2024 |
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| Capital Investment Advisory Services | 7.6k | $315k | 3% | Dec 2024 |
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| FSR Wealth Management | 7.5k | $311k | 100% | Dec 2024 |
|
| Wolverine Trading | 7.5k | $312k | -59% | Dec 2024 |
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| Great Lakes Retirement | 7.5k | $299k | -4% | Mar 2025 |
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| SMART Wealth | 6.9k | $287k | 14% | Dec 2024 |
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| Authentikos Wealth Advisory | 6.1k | $253k | 0% | Dec 2024 |
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| Change Path | 5.7k | $237k | 16% | Dec 2024 |
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| LPL Financial | 5.1k | $211k | 100% | Dec 2024 |
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| Castleview Partners | 4.0k | $169k | 0% | Dec 2024 |
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| BlackRock | 2.5k | $105k | 100% | Dec 2024 |
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| Quest 10 Wealth Builders | 1.5k | $63k | 100% | Dec 2024 |
|
| Harbour Investments | 1.0k | $42k | 0% | Dec 2024 |
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| Transce3nd | 397.00 | $17k | 100% | Dec 2024 |
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| Capital A Wealth Management | 384.00 | $16k | 100% | Dec 2024 |
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| Park Square Financial Group | 119.00 | $5.0k | 100% | Dec 2024 |
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| UBS Group | 104.00 | $4.3k | -43% | Dec 2024 |
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| Pineridge Advisors | 101.00 | $4.2k | -30% | Dec 2024 |
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| Decker Retirement Planning | 52.00 | $2.1k | 100% | Dec 2024 |
|
| DHJJ Financial Advisors | 25.00 | $1.0k | 0% | Dec 2024 |
|
| Richard W. Paul & Associates | 19.00 | $773.999200 | 6% | Dec 2024 |
|
| New Millennium Group | 16.00 | $666.000000 | 100% | Dec 2024 |
|
| CWM | 5.00 | $0 | 0% | Dec 2024 |
|
| Morgan Stanley | 1.00 | $47.000000 | 100% | Dec 2024 |
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Who sold out of Listed Fd Tr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Summit Wealth Partners | Sep 2024 | 19k | $792k |
| Goldman Sachs Group | Sep 2024 | 10k | $423k |
| Old Mission Capital | Sep 2024 | 7.6k | $323k |
| Northwestern Mutual Wealth Management Company | Sep 2024 | 25.00 | $1.1k |
| Bank of America Corporation | Sep 2024 | 9.00 | $380.999700 |