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TrueShares Structured Outcome July ETF
JULZ
JULZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $2.14M | -$10.5K | -296 | -0.5% |
|
|
SWP
2
Summit Wealth Partners
Orlando,
Florida
| $1.36M | -$278K | -7,814 | -17% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $642K | +$5.33K | +150 | +0.8% |
|
4
Wolverine Trading
Chicago,
Illinois
| $577K | +$369K | +10,390 | +166% |
|
|
WCG
5
Weaver Consulting Group
Huntington Beach,
California
| $486K | – | – | – |
|
|
I2I
6
Insight 2811 Inc
Chicago,
Illinois
| $400K | -$3.91K | -110 | -0.9% |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $252K | – | – | – |
|
|
CP
8
Castleview Partners
Dallas,
Texas
| $139K | -$129K | -3,629 | -48% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $35.1K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $7.69K | -$70.6K | -1,987 | -90% |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $6.41K | +$6.57K | +185 | New |
|
|
IRAG
12
Investment Research & Advisory Group
Atlanta,
Georgia
| – | -$14.2K | -400 | Closed |
|