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Listed Fd Tr shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $278k 8.8k 31.47
2023-09-30 $339k 11k 30.44
2023-06-30 $426k 14k 30.57
2023-03-31 $470k 15k 30.84
2022-12-31 $979k 31k 31.48
2022-09-30 $894k 32k 27.81

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

Top funds holding Listed Fd Tr

Shufro Rose & Co
Rockefeller Capital Management
One Charles Private Wealth Services
Wells Fargo & Company
Engrave Wealth Partners
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada
UBS Group
Lowe fs
HighTower Advisors
Cullen Frost Bankers
Janney Montgomery Scott
Bank of New York Mellon
Green Square Capital

View all funds holding Listed Fd Tr