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Listed Fd Tr shares owned by Newport Wealth Strategies

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Newport Wealth Strategies from 13F filings

Historical chart of Newport Wealth Strategies investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $268k 9.2k 29.23
2021-06-30 $511k 17k 30.08

More positions owned by Newport Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Flexshares Tr Ready Acc Vari (RAVI)
Wisdomtree Tr Enhanced Cmdty (GCC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Newport Wealth Strategies

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
Oxford Financial
LPL Financial
One Charles Private Wealth Services
Wells Fargo & Company
Royal Bank of Canada
Reuter James Wealth Management
Rockefeller Capital Management
Captrust Financial Advisors
Commonwealth Equity Services
Bank of New York Mellon
Lowe fs
UBS Group
Cullen Frost Bankers
Moors & Cabot

View all funds holding Listed Fd Tr