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Listed Fd Tr shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $355k 14k 24.92
2025-06-30 $314k 13k 23.50
2025-03-31 $292k 13k 21.90
2024-12-31 $292k 13k 22.40

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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