Golden State Equity Partners »

Listed Fd Tr shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $330k 17k 19.52
2023-09-30 $378k 21k 18.12
2023-06-30 $412k 22k 18.50
2023-03-31 $229k 13k 17.60

More positions owned by Golden State Equity Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
salesforce (CRM)
First Tr Mid Cap Core Alphad Com Shs (FNX)
JPMorgan Chase & Co. (JPM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)

View all positions for Golden State Equity Partners

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Envestnet Asset Management
LPL Financial
Beacon Pointe Advisors
Retirement Guys Formula
Nelson, Van Denburg & Campbell Wealth Management
Atria Investments
Jane Street
Cambridge Investment Research Advisors
Advisor Group Holdings
Stifel Financial
Kingsview Wealth Management
Spire Wealth Management
Advisor Resource Council

View all funds holding Listed Fd Tr