Caitlin John »

Listed Fd Tr shares owned by Caitlin John

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

Historical chart of Caitlin John investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Caitlin John

Quarter filed Position value Share count Share price at filing
2025-12-31 $185k 7.3k 25.21
2025-09-30 $90k 3.6k 24.92
2024-12-31 $118k 5.3k 22.40
2024-06-30 $94k 4.4k 21.27
2024-03-31 $73k 3.5k 20.73

More positions owned by Caitlin John

Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Series Trust State Street Spd (SPLB)
Spdr Series Trust State Street Spd (SPHY)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Silver Tr Ishares (SLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (BILS)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Gold Tr Gold Shs (GLD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Ishares Msci Eurzone Etf (EZU)

View all positions for Caitlin John

Top funds holding Listed Fd Tr

CWM
Swan Wealth Advisors
Goss Wealth Management
Blueprint Investment Partners
LPL Financial
Blueprint Financial Advisors
Legacy CG
Nelson, Van Denburg & Campbell Wealth Management
Financial Designs Corp
Franklin Resources
Beacon Pointe Advisors
Vantage Financial Partners
Raymond James Financial
MY Wealth Management
Spartan Planning & Wealth Management

View all funds holding Listed Fd Tr