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Listed Fd Tr shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $40k 747 52.91
2021-06-30 $9.0k 300 30.00

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Veeva Systems Cl A Com (VEEV)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Berkshire Hathaway Cl B New (BRK.B)
General Dynamics Corporation (GD)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Listed Fd Tr

Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
One Charles Private Wealth Services
Rockefeller Capital Management
Bank of New York Mellon
Bayshore Capital Advisors
Janney Montgomery Scott
Commonwealth Equity Services
Hilltop National Bank
Captrust Financial Advisors
MAI Wealth Advisors
Envestnet Asset Management

View all funds holding Listed Fd Tr