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Oliver Lagore Vanvalin Investment Group’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio DECZ Stock Details DECZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-136
Closed -$4.34K – 759
2023
Q4 		$4.34K Sell
136
-62
-31% -$1.9K ﹤0.01% 544
2023
Q3 		$5.91K Buy
+198
New +$6.07K ﹤0.01% 523

Other funds holding DECZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DECZ Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of TrueShares Structured Outcome December ETF (DECZ) in Q1 2024, closing a stake of 136 shares — an estimated $4.34K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in DECZ in Q3 2023 and held it in 2 quarters. The position peaked at $5.91K in Q3 2023. 17 funds tracked by Wall St. Rank hold DECZ as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining TrueShares Structured Outcome December ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 136 TrueShares Structured Outcome December ETF shares in Q1 2024, an estimated $4.34K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in TrueShares Structured Outcome December ETF in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's TrueShares Structured Outcome December ETF position peaked at $5.91K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.