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Listed Fd Tr shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 8.6k 24.92
2025-06-30 $199k 8.5k 23.50
2024-12-31 $180k 8.1k 22.40
2024-09-30 $23k 1.0k 22.26

More positions owned by Global Retirement Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
Ishares Tr Short Treas Bd (SHV)
Meta Platforms Cl A (META)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Global Retirement Partners

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
Retirement Guys Formula

View all funds holding Listed Fd Tr