Raymond James Financial Services Advisors »

Listed Fd Tr shares owned by Raymond James Financial Services Advisors

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Raymond James Financial Services Advisors from 13F filings

Historical chart of Raymond James Financial Services Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Raymond James Financial Services 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 Raymond James Financial Services Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 117k 22.26
2024-06-30 $2.1M 100k 21.27
2024-03-31 $578k 28k 20.73

More positions owned by Raymond James Financial Services Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)

View all positions for Raymond James Financial Services Advisors

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