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Listed Fd Tr shares owned by Pineridge Advisors

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

Historical chart of Pineridge Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.2k 101 41.70
2024-09-30 $6.1k 144 42.30
2024-06-30 $6.4k 159 40.47
2024-03-31 $6.7k 172 39.20

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Pineridge Advisors

Top funds holding Listed Fd Tr

AE Wealth Management
Mid-American Wealth Advisory Group
Valtinson Bruner Financial Planning
Lloyd Advisory Services
Wealth Enhancement Advisory Services
B.O.S.S. Retirement Advisors
Vise Technologies
Elevated Capital Advisors
Weaver Consulting Group
Advisor Group Holdings
Insight 2811
Howard Bailey Securities
Great Lakes Retirement
Capital Investment Advisory Services
FSR Wealth Management

View all funds holding Listed Fd Tr