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Listed Fd Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $388k 17k 22.26
2024-06-30 $317k 15k 21.27
2024-03-31 $293k 14k 20.73

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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Amazon (AMZN)
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Vanguard Index Fds Growth Etf (VUG)
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View all positions for Private Advisor

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Envestnet Asset Management
LPL Financial
Beacon Pointe Advisors
Goss Wealth Management
Nelson, Van Denburg & Campbell Wealth Management
Retirement Guys Formula
Atria Investments
International Assets Investment Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Kingsview Wealth Management
Stifel Financial
Orion Portfolio Solutions

View all funds holding Listed Fd Tr