Listed Fd Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Listed Fd Tr (JULZ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Listed Fd Tr
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Quarterly reported holdings in Listed Fd Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.9M | 91k | 43.30 |
| 2025-03-31 | $8.1M | 203k | 40.11 |
| 2024-12-31 | $8.6M | 206k | 41.62 |
| 2024-09-30 | $8.3M | 195k | 42.30 |
| 2024-06-30 | $4.4M | 108k | 40.47 |
| 2024-03-31 | $4.0M | 103k | 39.20 |
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