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Listed Fd Tr shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Listed Fd Tr (JULZ) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Richard W. Paul & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $746 19 39.26
2024-12-31 $773 19 40.74
2024-09-30 $761 18 42.28
2024-06-30 $727 18 40.44
2024-03-31 $705 18 39.22

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)

View all positions for Richard W. Paul & Associates

Top funds holding Listed Fd Tr

Wealth Enhancement Advisory Services
IFP Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding Listed Fd Tr