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Listed Fd Tr shares owned by Spectrum Wealth Counsel

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Spectrum Wealth Counsel from 13F filings

Historical chart of Spectrum Wealth Counsel investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Spectrum Wealth Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $126k 3.9k 32.56
2023-12-31 $157k 5.0k 31.47

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
TJX Companies (TJX)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)

View all positions for Spectrum Wealth Counsel

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
LPL Financial
Rockefeller Capital Management
One Charles Private Wealth Services
Wells Fargo & Company
Engrave Wealth Partners
Commonwealth Equity Services
Royal Bank of Canada
Captrust Financial Advisors
Lowe fs
Bank of New York Mellon
Green Square Capital
Edge Capital Group
Cullen Frost Bankers
UBS Group

View all funds holding Listed Fd Tr