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TrueShares Structured Outcome July ETF
JULZ
JULZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $2.44M | +$2.41M | +67,526 | New |
|
|
VBFP
2
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $2.21M | -$26K | -729 | -1% |
|
|
SWP
3
Summit Wealth Partners
Orlando,
Florida
| $751K | -$661K | -18,554 | -47% |
|
4
Wolverine Trading
Chicago,
Illinois
| $745K | +$141K | +3,943 | +24% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $671K | – | – | – |
|
|
WCG
6
Weaver Consulting Group
Huntington Beach,
California
| $511K | +$2.6K | +73 | +0.5% |
|
|
I2I
7
Insight 2811 Inc
Chicago,
Illinois
| $388K | -$29.2K | -819 | -7% |
|
|
CIAS
8
Capital Investment Advisory Services
Raleigh,
North Carolina
| $263K | – | – | – |
|
|
CP
9
Castleview Partners
Dallas,
Texas
| $145K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $36.7K | – | – | – |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $6.33K | -$356 | -10 | -5% |
|
12
Morgan Stanley
New York
| $43 | +$36 | +1 | New |
|
13
UBS Group
Zurich,
Switzerland
| – | -$7.69K | -222 | Closed |
|