Envestnet Asset Management »

Listed Fd Tr shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $17M 935k 18.12
2023-06-30 $18M 981k 18.50
2023-03-31 $18M 1.0M 17.60
2022-12-31 $23M 1.3M 17.17
2022-09-30 $21M 1.3M 16.82
2022-06-30 $19M 1.1M 17.04
2022-03-31 $15M 816k 18.70
2021-12-31 $9.4M 482k 19.51
2021-09-30 $3.9M 212k 18.25
2021-06-30 $1.9M 106k 18.09
2021-03-31 $959k 56k 17.19

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

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View all funds holding Listed Fd Tr