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Listed Fd Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Listed Fd Tr (DIVZ) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9k 117 32.96
2024-06-30 $3.7k 117 31.68

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Listed Fd Tr

49 Wealth Management
Titleist Asset Management
Weaver Consulting Group
Advisor Group Holdings
Financial Gravity Wealth
Insight 2811
M3 Advisory Group
Financial Gravity Companies
CoreCap Advisors
Harbour Investments
EverSource Wealth Advisors
DHJJ Financial Advisors
Morgan Stanley

View all funds holding Listed Fd Tr