AE Wealth Management LLC
Position in OCTZ — TrueShares Structured Outcome (October) ETF
CIK 1697723
TOPEKA, KS
All Filings in OCTZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTZ | $17,497,927 | 425,730 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 OCTZ | $4,462,765 | 104,873 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 OCTZ | $46,498 | 1,070 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 OCTZ | $11,098,741 | 271,582 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 OCTZ | $10,248,717 | 269,838 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 OCTZ | $4,617,169 | 117,815 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||