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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
2024-03-31 $420k 22k 19.52
2023-12-31 $420k 22k 19.52

More positions owned by Williams & Novak

Sypris Solutions (SYPR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Calif Mun Bd Etf (CMF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Gbl Gold Mn (RING)
Pimco CA Municipal Income Fund (PCQ)
Apple (AAPL)
Ishares Tr International Sl (ISCF)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Williams & Novak

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Beacon Pointe Advisors
Retirement Guys Formula
Nelson, Van Denburg & Campbell Wealth Management
Atria Investments
Jane Street
Cambridge Investment Research Advisors
Advisor Group Holdings
Stifel Financial
Spire Wealth Management
Advisor Resource Council
Syntegra Private Wealth Group
Orion Portfolio Solutions
Baird Financial

View all funds holding Listed Fd Tr