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Listed Fd Tr shares owned by Family Wealth Group

Quarter-by-quarter ownership of Listed Fd Tr (DECZ) shares owned by Family Wealth Group from 13F filings

Historical chart of Family Wealth Group investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $376k 11k 35.56
2024-03-31 $270k 7.9k 34.36
2023-12-31 $216k 6.8k 31.91

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Microsoft Corporation (MSFT)
Aim Etf Products Trust Us Larcp B10 Mar (MART)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Family Wealth Group

Top funds holding Listed Fd Tr

AE Wealth Management
Lloyd Advisory Services
Howard Bailey Securities
Elevated Capital Advisors
Weaver Consulting Group
Change Path
Great Lakes Retirement
Authentikos Wealth Advisory
Family Wealth Group
Outlook Wealth Advisors
Capital Investment Advisory Services
B.O.S.S. Retirement Advisors
Csenge Advisory Group
Insight 2811
Advisor Group Holdings

View all funds holding Listed Fd Tr