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Exchange Listed Fds Tr saba int rate shares owned by Sontag Advisory

Quarter-by-quarter ownership of Exchange Listed Fds Tr saba int rate (CEFS) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Exchange Listed Fds Tr saba int rate

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr saba int rate held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Listed Fds Tr saba int rate by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9k 83 22.77

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Exchange Listed Fds Tr saba int rate

LPL Financial
New England Private Wealth Advisors
Fortress Wealth Management
Raymond James Financial
Envestnet Asset Management
Foundations Investment Advisors
Royal Bank of Canada
Cetera Investment Advisers
AdvisorNet Financial
Private Capital Management
XML Financial
Wealth Enhancement Advisory Services
Thomas J. Herzfeld Advisors
Oppenheimer & Co
Scotia Capital

View all funds holding Exchange Listed Fds Tr saba int rate