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Listed Fd Tr shares owned by CWM

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

Historical chart of CWM investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 986k 20.73
2023-12-31 $22M 1.1M 19.52
2023-09-30 $12M 643k 18.12
2023-06-30 $993k 54k 18.51
2023-03-31 $108k 6.2k 17.56
2022-12-31 $191k 11k 17.13
2022-09-30 $43k 2.6k 16.86
2022-06-30 $34k 2.0k 17.22
2022-03-31 $19k 1.0k 19.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Beacon Pointe Advisors
Retirement Guys Formula
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
Chilton Capital Management

View all funds holding Listed Fd Tr