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TrueShares Structured Outcome September ETF
SEPZ
SEPZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
26
DHJJ Financial Advisors
Naperville,
Illinois
| $75K | -$7.4K | -176 | -9% |
|
|
AAP
27
Arax Advisory Partners
Denver,
Colorado
| $68.1K | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $44.7K | – | – | – |
|
|
KCM
29
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $19.2K | +$16.8K | +399 | +539% |
|
|
DRP
30
Decker Retirement Planning
Levi,
Utah
| $10.4K | +$4.25K | +101 | +65% |
|
31
AssetMark Inc
Concord,
California
| $1.75K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $1.26K | +$1.3K | +31 | New |
|
|
MWM
33
Mosley Wealth Management
Anaheim,
California
| $804 | +$799 | +19 | New |
|
|
PWA
34
Principia Wealth Advisory
Dallas,
Texas
| – | -$51.7K | -1,223 | Closed |
|
|
KAS
35
Kestra Advisory Services
Austin,
Texas
| – | -$45.2K | -1,069 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$4.82K | -114 | Closed |
|