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Listed Fd Tr shares owned by Insight 2811

Quarter-by-quarter ownership of Listed Fd Tr (JULZ) shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Insight 2811 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Insight 2811

Quarter filed Position value Share count Share price at filing
2025-06-30 $431k 9.9k 43.47
2025-03-31 $397k 9.9k 40.11
2024-12-31 $445k 11k 41.62
2024-09-30 $453k 11k 42.30
2024-06-30 $434k 11k 40.47
2024-03-31 $421k 11k 39.20
2023-12-31 $388k 11k 36.17
2023-09-30 $400k 12k 34.63
2023-06-30 $413k 12k 35.45
2023-03-31 $322k 9.7k 33.35
2022-12-31 $308k 9.7k 31.89

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Insight 2811

Top funds holding Listed Fd Tr

Wealth Enhancement Advisory Services
IFP Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding Listed Fd Tr