Listed Fd Tr shares owned by PRW Wealth Management
Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in Listed Fd Tr
Tip: Access up to 7 years of quarterly data
All positions including Listed Fd Tr held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Listed Fd Tr by PRW Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $328k | 11k | 29.76 |
2023-06-30 | $345k | 11k | 31.33 |
2023-03-31 | $217k | 7.0k | 30.92 |
2022-12-31 | $582k | 19k | 31.48 |
2022-09-30 | $776k | 28k | 27.83 |
2022-06-30 | $1.1M | 38k | 28.55 |
2022-03-31 | $333k | 10k | 33.30 |