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Listed Fd Tr shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $867k 21k 42.17
2025-03-31 $831k 20k 40.65
2023-12-31 $201k 6.4k 31.47
2022-12-31 $207k 6.6k 31.48

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
One Charles Private Wealth Services
UBS Group
Rockefeller Capital Management
Bank of New York Mellon
Janney Montgomery Scott
Commonwealth Equity Services
Captrust Financial Advisors
Lowe fs
Raymond James Financial
Hilltop National Bank

View all funds holding Listed Fd Tr