LaSalle St. Investment Advisors »

Listed Fd Tr shares owned by LaSalle St. Investment Advisors

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by LaSalle St. Investment Advisors from 13F filings

Historical chart of LaSalle St. Investment Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by LaSalle St. Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by LaSalle St. Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 86k 24.92
2025-06-30 $1.9M 82k 23.50
2025-03-31 $1.6M 74k 21.89

More positions owned by LaSalle St. Investment Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amplify Etf Tr Blackswan Grwt (SWAN)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Nuveen Build Amer Bd (NBB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LaSalle St. Investment Advisors

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