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Listed Fd Tr shares owned by M3 Advisory Group

Quarter-by-quarter ownership of Listed Fd Tr (DIVZ) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $474k 14k 32.96
2024-06-30 $351k 12k 30.19
2024-03-31 $306k 10k 29.77
2023-12-31 $203k 7.3k 27.76

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for M3 Advisory Group

Top funds holding Listed Fd Tr

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

View all funds holding Listed Fd Tr