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Listed Fd Tr shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $253k 9.5k 26.66

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Amphenol Corp Cl A (APH)
Bank of America Corporation (BAC)
Meta Platforms Cl A (META)
Micron Technology (MU)
Ascendis Pharma A/s Ord Shs (ASND)
Raytheon Technologies Corp (RTX)

View all positions for Synergy Financial Management

Top funds holding Listed Fd Tr

CWM
Taylor Securities Services
Blueprint Investment Partners
Swan Wealth Advisors
LPL Financial
Goss Wealth Management
Blueprint Financial Advisors
Envestnet Asset Management
Legacy CG
Beacon Pointe Advisors
Laurel Oak Wealth Management
O'shaughnessy Asset Management
Financial Designs Corp
Nelson, Van Denburg & Campbell Wealth Management
Raymond James Financial

View all funds holding Listed Fd Tr