Cedar Brook Financial Partners »

Listed Fd Tr shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $535k 26k 20.73
2023-12-31 $234k 12k 19.64

More positions owned by Cedar Brook Financial Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)

View all positions for Cedar Brook Financial Partners

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Beacon Pointe Advisors
Retirement Guys Formula
Nelson, Van Denburg & Campbell Wealth Management
Atria Investments
Jane Street
Cambridge Investment Research Advisors
Advisor Group Holdings
Stifel Financial
Spire Wealth Management
Advisor Resource Council
Syntegra Private Wealth Group
Orion Portfolio Solutions
Baird Financial

View all funds holding Listed Fd Tr