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Listed Fd Tr shares owned by Change Path

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

Historical chart of Change Path investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Change Path

Quarter filed Position value Share count Share price at filing
2024-09-30 $461k 21k 22.26
2024-03-31 $865k 42k 20.74
2023-06-30 $1.4M 74k 18.50
2023-03-31 $1.4M 78k 17.59
2022-12-31 $1.5M 85k 17.16
2022-09-30 $1.5M 89k 16.83
2022-06-30 $2.8M 167k 17.04
2022-03-31 $3.4M 179k 18.70
2021-12-31 $3.0M 155k 19.51

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Change Path

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Envestnet Asset Management
LPL Financial
Beacon Pointe Advisors
Goss Wealth Management
Nelson, Van Denburg & Campbell Wealth Management
Retirement Guys Formula
Atria Investments
International Assets Investment Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Kingsview Wealth Management
Stifel Financial
Orion Portfolio Solutions

View all funds holding Listed Fd Tr