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Listed Fd Tr shares owned by TCWP

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

Historical chart of TCWP investment in Listed Fd Tr

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

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Quarterly reported holdings in Listed Fd Tr by TCWP

Quarter filed Position value Share count Share price at filing
2023-06-30 $7.9M 427k 18.50
2023-03-31 $1.9M 109k 17.60
2022-12-31 $9.7M 563k 17.17
2022-06-30 $3.5M 205k 17.04

More positions owned by TCWP