News + Filings Key Docs Ownership
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LISTED FD TR (JULZ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Valtinson Bruner Financial Planning LLC
| 62,986 | -2,411 | 2,100,671,000 | 1.20 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 18,400 | 7,700 | 652,234,000 | | |
Hist
| 06/30/2023 |
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Weaver Consulting Group
| 14,040 | -52,819 | 497,687,000 | 0.22 | |
Hist
| 06/30/2023 |
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INSIGHT 2811, INC.
| 11,657 | 2,000 | 413,215,000 | 0.22 | |
Hist
| 06/30/2023 |
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Castleview Partners, LLC
| 9,629 | 2,743 | 306,683,000 | 0.30 | |
Hist
| 12/31/2022 |
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Capital Investment Advisory Services, LLC
| 7,265 | 5 | 257,531,000 | 0.03 | |
Hist
| 06/30/2023 |
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WOLVERINE TRADING, LLC
| 6,273 | -1,321 | 219,788,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 2,209 | 2,209 | 78,305,000 | 0.00 | |
Hist
| 06/30/2023 |
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Investment Research & Advisory Group, Inc.
| 400 | 400 | 14,179,000 | 0.01 | |
Hist
| 06/30/2023 |
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HARBOUR INVESTMENTS, INC.
| 400 | 0 | 12,740,000 | 0.00 | |
Hist
| 12/31/2022 |
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DHJJ Financial Advisors, Ltd.
| 185 | 185 | 6,406,000 | 0.00 | |
Hist
| 09/30/2023 |
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NEXT Financial Group, Inc
| 1,366 | 1,366 | 48,000 | 0.00 | |
Hist
| 12/31/2021 |
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