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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| IFP Advisors | 6.3k | $293k | -31% | Sep 2025 |
|
| Advisor Group Holdings | 2.8k | $124k | 0% | Sep 2025 |
|
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 |
| Wealth Enhancement Advisory Services | Sep 2025 | 62k | $2.9M |
| 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 |