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TrueShares Structured Outcome July ETF
JULZ
JULZ
46.36
USD
-0.12
0.26%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.26%
5 days
0.32%
1 month
-0.22%
3 months
0.89%
6 months
10.2%
Year to date
10.04%
1 year
2.5%
5 years
37.16%
10 years
84.85%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
WCG
1
Weaver Consulting Group
Huntington Beach,
California
| $1.9M | – | – | – |
|
| 2 |
SWP
2
Summit Wealth Partners
Orlando,
Florida
| $631K | -$5.1K | -171 | -0.8% |
|
| 3 |
BA
3
Ballast Advisors
Woodbury,
Minnesota
| $135K | – | – | – |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $52K | – | – | – |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $47K | -$5.1K | -171 | -10% |
|
| 6 |
D
6
Diversified
Wilmington,
Delaware
| – | -$17K | -633 | Closed |
|