Listed Fd Tr shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Listed Fd Tr
Tip: Access up to 7 years of quarterly data
All positions including Listed Fd Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Listed Fd Tr by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $281k | 14k | 19.60 |
2023-09-30 | $310k | 17k | 18.12 |
2023-06-30 | $327k | 18k | 18.50 |
2023-03-31 | $312k | 18k | 17.60 |
2022-12-31 | $309k | 18k | 17.31 |
2022-09-30 | $410k | 24k | 16.84 |
2022-06-30 | $394k | 23k | 17.06 |