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Listed Fd Tr shares owned by Oxford Financial

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

Historical chart of Oxford Financial investment in Listed Fd Tr

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

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Quarterly reported holdings in Listed Fd Tr by Oxford Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $87M 2.3M 37.59

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Eli Lilly & Co. (LLY)
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Intuitive Surgical Com New (ISRG)
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Etf Ser Solutions Distillate Us (DSTL)
Listed Fd Tr Horizon Kinetics (INFL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Global Reit Etf (REET)
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Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)

View all positions for Oxford Financial

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
Rockefeller Capital Management
Captrust Financial Advisors
Commonwealth Equity Services
Bank of New York Mellon
Lowe fs
Reuter James Wealth Management
Cullen Frost Bankers
Moors & Cabot
Longview Financial Advisors

View all funds holding Listed Fd Tr