Listed Fd Tr shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Listed Fd Tr (BCDF) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Listed Fd Tr
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All positions including Listed Fd Tr held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Listed Fd Tr by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $380k | 14k | 27.90 |
| 2024-06-30 | $335k | 14k | 24.61 |
| 2024-03-31 | $345k | 14k | 25.00 |
| 2023-12-31 | $342k | 14k | 24.55 |
| 2023-09-30 | $300k | 14k | 21.11 |
| 2023-06-30 | $317k | 15k | 21.70 |
| 2023-03-31 | $309k | 15k | 20.88 |