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Exchange Listed Fds Tr saba int rate shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth 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 Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $293k 14k 21.42
2024-09-30 $305k 14k 22.25
2024-06-30 $292k 14k 21.29

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Value Line Divid In SHS (FVD)
Spdr Ser Tr S&p Kensho New (KOMP)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
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First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Towerpoint Wealth

Top funds holding Exchange Listed Fds Tr saba int rate

LPL Financial
Fortress Wealth Management
Foundations Investment Advisors
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
New England Private Wealth Advisors
Proficio Capital Partners
3EDGE Asset Management
Raymond James Financial Services Advisors
Family Management Corporation
Scotia Capital
XML Financial
Oppenheimer & Co
Raymond James & Associates

View all funds holding Exchange Listed Fds Tr saba int rate