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Listed Fd Tr shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (CBSE) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $456 15 30.40
2024-03-31 $415 15 27.73
2023-12-31 $376 15 25.13
2023-09-30 $337 15 22.53
2023-06-30 $340 15 22.67
2023-03-31 $358 15 23.87

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
Beta Wealth
Jaffetilchin Investment Partners
Sanctuary Advisors
Royal Bank of Canada
Susquehanna International
Advisor Group Holdings
AllSquare Wealth Management

View all funds holding Listed Fd Tr