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Fundamental Invs shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $60k 840 71.46

More positions owned by Livelsberger Financial Advisory

T. Rowe Price Health Sciences Mfa (PRHSX)
Harbor Capital Appreciation Inv Mfa (HCAIX)
Oakmark Investor Mfa (OAKMX)
Franklin Income A1 MFF (FKINX)
Eaton Vance Income Fund Of Boston A MFF (EVIBX)
T. Rowe Price Capital Appreciation Mfa (PRWCX)
Rydex Biotechnology A MPL (RYBOX)
Cohen & Steers Realty Shares L Mfa (CSRSX)
Schwab Value Advantage Money Inv MMN (SWVXX)
Eaton Vance National Municipal Income A MFF (EANAX)
Selected American Shares S Mfa (SLASX)
Invesco Value Municipal Cem (IIM)
Rydex Basic Materials A MPL (RYBMX)
Blackrock Municipal Inco Cem (BFK)
Rydex Transportation A MPL (RYTSX)

View all positions for Livelsberger Financial Advisory

Top funds holding Fundamental Invs

Coston, McIsaac & Partners
Amarillo National Bank
Dividend Growth Advisors
Ferguson Wellman Capital Management
North Star Asset Management
Fulton Bank, NA
Tucker Asset Management
Livelsberger Financial Advisory
Game Plan Financial Advisors
Main Street Group

View all funds holding Fundamental Invs