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Exchange Listed Fds Tr shares owned by Avaii Wealth Management

Quarter-by-quarter ownership of Exchange Listed Fds Tr (CLSM) shares owned by Avaii Wealth Management from 13F filings

Historical chart of Avaii Wealth Management investment in Exchange Listed Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exchange Listed Fds Tr by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $341k 17k 20.50

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Equal Weite (EUSA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Ishares Tr Latn Amer 40 Etf (ILF)

View all positions for Avaii Wealth Management

Top funds holding Exchange Listed Fds Tr

Foundations Investment Advisors
Signal Advisors Wealth
Jane Street
Susquehanna International
AE Wealth Management
Continuum Advisory
Selective Wealth Management
Townsquare Capital
Avaii Wealth Management
Mutual Advisors
Citadel Advisors
Coppell Advisory Solutions
Thrivent Financial for Lutherans
Tower Research Capital
UBS Group

View all funds holding Exchange Listed Fds Tr