Colonial Trust Co / SC »

Listed Fd Tr shares owned by Colonial Trust Co / SC

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Colonial Trust Co / SC from 13F filings

Historical chart of Colonial Trust Co / SC investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Colonial Trust Co / SC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Colonial Trust Co / SC

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 8.2k 24.82
2025-06-30 $191k 8.2k 23.36
2025-03-31 $62k 2.9k 21.87
2024-12-31 $41k 1.8k 22.92

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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
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View all funds holding Listed Fd Tr