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Listed Fd Tr shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $666k 24k 27.76

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Accolade (ACCD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Em Mkt Sm-cp Etf (EEMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for JFG Wealth Management

Top funds holding Listed Fd Tr

Titleist Asset Management
Weaver Consulting Group
JFG Wealth Management
Advisor Group Holdings
Insight 2811
M3 Advisory Group
UBS Group
Harbour Investments
Castleview Partners
DHJJ Financial Advisors

View all funds holding Listed Fd Tr