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Listed Fd Tr shares owned by Riverchase Wealth Management

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

Historical chart of Riverchase Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Riverchase Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $833k 33k 24.92
2025-06-30 $785k 33k 23.50
2025-03-31 $732k 33k 21.90

More positions owned by Riverchase Wealth Management

Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Wells Fargo & Company (WFC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec2026 (IBDR)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for Riverchase Wealth Management

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