Listed Fd Tr shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Listed Fd Tr
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All positions including Listed Fd Tr held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Listed Fd Tr by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $637k | 20k | 31.14 |
| 2024-06-30 | $622k | 20k | 30.41 |
| 2024-03-31 | $640k | 23k | 27.74 |
| 2023-12-31 | $731k | 29k | 25.13 |
| 2023-09-30 | $626k | 28k | 22.52 |
| 2023-06-30 | $647k | 27k | 23.72 |
| 2023-03-31 | $717k | 30k | 23.88 |
| 2022-12-31 | $615k | 28k | 21.76 |
| 2022-09-30 | $677k | 32k | 21.47 |
| 2022-06-30 | $746k | 37k | 20.39 |
| 2022-03-31 | $895k | 36k | 25.23 |
| 2021-12-31 | $994k | 34k | 29.28 |
| 2021-09-30 | $994k | 34k | 29.28 |
| 2021-06-30 | $1.0M | 34k | 29.93 |
| 2021-03-31 | $974k | 34k | 28.75 |