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Listed Fd Tr shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $596k 16k 38.08
2024-09-30 $585k 16k 37.59
2024-06-30 $253k 7.7k 32.68
2023-12-31 $214k 6.8k 31.47
2023-03-31 $312k 10k 30.85
2022-12-31 $318k 10k 31.53
2022-09-30 $280k 10k 27.84

More positions owned by Lake Street Advisors Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Brookfield Infrast Partners Lp Int Unit (BIP)
Microsoft Corporation (MSFT)

View all positions for Lake Street Advisors Group

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