Signature Estate and Investment Advisors »

Listed Fd Tr shares owned by Signature Estate and Investment Advisors

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Signature Estate and Investment Advisors from 13F filings

Historical chart of Signature Estate and Investment Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Signature Estate and 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 Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $798k 36k 22.26
2024-06-30 $806k 38k 21.27

More positions owned by Signature Estate and Investment Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Expnd Tec Sc Etf (IGM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Select Sector Spdr Tr Financial (XLF)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Signature Estate and Investment 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