CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LRNZ Stock Details LRNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,004
Closed -$1.58M – 2332
2024
Q2 		$1.58M Buy
+40,004
New +$1.5M 0.01% 922
2022
Q1 		– Sell
-15
Closed -$1K – 5041
2021
Q4 		$1K Buy
+15
New +$737 ﹤0.01% 4591

Other funds holding LRNZ

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

CAPTRUST Financial Advisors's LRNZ Position: Q3 2024 in Review

CAPTRUST Financial Advisors sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q3 2024, closing a stake of 40,004 shares — an estimated $1.58M sold.

CAPTRUST Financial Advisors first reported a position in LRNZ in Q4 2021 and held it in 2 quarters. The position peaked at $1.58M in Q2 2024. 23 funds tracked by Wall St. Rank hold LRNZ as of Q3 2024.

  • CAPTRUST Financial Advisors reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q3 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 40,004 TrueShares Technology AI & Deep Learning ETF shares in Q3 2024, an estimated $1.58M.
  • CAPTRUST Financial Advisors first reported a position in TrueShares Technology AI & Deep Learning ETF in Q4 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's TrueShares Technology AI & Deep Learning ETF position peaked at $1.58M in Q2 2024.
  • 23 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q3 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.