Who owns LISTED FD TR?
- Ticker: DIVZ
- CUSIP Number: 53656f474
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LISTED FD TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Titleist Asset Management | 1.2M | $32M | -8% | Dec 2023 |
|
Weaver Consulting Group | 611k | $18M | 2% | Mar 2024 |
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JFG Wealth Management | 24k | $666k | 100% | Dec 2023 |
|
Advisor Group Holdings | 20k | $556k | 0% | Dec 2023 |
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Insight 2811 | 18k | $501k | -15% | Dec 2023 |
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M3 Advisory Group | 10k | $306k | 40% | Mar 2024 |
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UBS Group | 1.2k | $33k | 100% | Dec 2023 |
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Harbour Investments | 150.00 | $4.2k | 0% | Dec 2023 |
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Castleview Partners | 72.00 | $2.0k | 0% | Dec 2023 |
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DHJJ Financial Advisors | 50.00 | $1.5k | 0% | Mar 2024 |
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Who sold out of Listed Fd Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wells Fargo & Company | Sep 2023 | 800.00 | $21k |