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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
2023-12-31 $216k 6.8k 31.91

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

Top funds holding Listed Fd Tr

AE Wealth Management
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Weaver Consulting Group
Great Lakes Retirement
SFI Advisors
Authentikos Wealth Advisory
Capital Investment Advisory Services
Family Wealth Group
Insight 2811
Wolverine Trading
Advisor Group Holdings
DHJJ Financial Advisors
Pineridge Advisors
Oliver Lagore Vanvalin Investment Group

View all funds holding Listed Fd Tr