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Listed Fd Tr shares owned by Williams & Novak

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

Historical chart of Williams & Novak investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $519k 23k 22.40
2024-06-30 $319k 15k 21.27
2024-03-31 $420k 22k 19.52
2023-12-31 $420k 22k 19.52

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Envestnet Asset Management
LPL Financial
Goss Wealth Management
Blueprint Investment Partners
Beacon Pointe Advisors
Nelson, Van Denburg & Campbell Wealth Management
Vantage Financial Partners
Retirement Guys Formula
Atria Investments
Spartan Planning & Wealth Management
Cambridge Investment Research Advisors
Raymond James Financial
Stifel Financial

View all funds holding Listed Fd Tr