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Listed Fd Tr shares owned by Assetmark

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Listed Fd Tr

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

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Quarterly reported holdings in Listed Fd Tr by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 1.9k 24.92
2025-06-30 $45k 1.9k 23.50
2025-03-31 $43k 2.0k 21.90

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Top funds holding Listed Fd Tr

CWM
Swan Wealth Advisors
Blueprint Investment Partners
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Blueprint Financial Advisors
Financial Designs Corp
Vantage Financial Partners
Nelson, Van Denburg & Campbell Wealth Management
Beacon Pointe Advisors
Raymond James Financial
Spartan Planning & Wealth Management
Ausdal Financial Partners
Retirement Guys Formula

View all funds holding Listed Fd Tr