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Listed Fd Tr shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 450 22.26
2024-06-30 $16k 750 21.27
2024-03-31 $16k 750 20.73

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Envestnet Asset Management
LPL Financial
Beacon Pointe Advisors
Goss Wealth Management
Nelson, Van Denburg & Campbell Wealth Management
Retirement Guys Formula
Atria Investments
International Assets Investment Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Kingsview Wealth Management
Stifel Financial
Orion Portfolio Solutions

View all funds holding Listed Fd Tr