Listed Fd Tr shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Listed Fd Tr
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Quarterly reported holdings in Listed Fd Tr by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 341k | 24.92 |
| 2025-06-30 | $7.7M | 326k | 23.50 |
| 2025-03-31 | $4.8M | 218k | 21.90 |
| 2024-12-31 | $4.5M | 201k | 22.40 |
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