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 | 103k | $4.0M | 100% | Mar 2024 |
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Valtinson Bruner Financial Planning | 61k | $2.4M | -1% | Mar 2024 |
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Advisor Group Holdings | 19k | $727k | 0% | Mar 2024 |
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Weaver Consulting Group | 14k | $553k | 0% | Mar 2024 |
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Insight 2811 | 11k | $421k | 0% | Mar 2024 |
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Great Lakes Retirement | 9.2k | $360k | 100% | Mar 2024 |
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Capital Investment Advisory Services | 7.4k | $289k | 2% | Mar 2024 |
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Susquehanna International | 5.3k | $209k | 100% | Mar 2024 |
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Castleview Partners | 4.0k | $157k | 0% | Mar 2024 |
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Harbour Investments | 1.0k | $37k | 0% | Dec 2023 |
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DHJJ Financial Advisors | 175.00 | $6.9k | 0% | Mar 2024 |
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Pineridge Advisors | 172.00 | $6.7k | 100% | Mar 2024 |
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UBS Group | 2.00 | $78.000000 | 100% | Mar 2024 |
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Who sold out of Listed Fd Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wealth Enhancement Advisory Services | Dec 2023 | 68k | $2.4M |
Wolverine Trading | Dec 2023 | 21k | $745k |