Listed Fd Tr shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Listed Fd Tr (JULZ) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Listed Fd Tr
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Quarterly reported holdings in Listed Fd Tr by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $806k | 20k | 40.47 |
| 2024-03-31 | $784k | 20k | 39.20 |
| 2023-12-31 | $751k | 21k | 36.17 |
| 2023-09-30 | $1.4M | 39k | 34.63 |
| 2023-06-30 | $1.7M | 47k | 35.45 |
| 2023-03-31 | $1.6M | 47k | 33.35 |
| 2022-12-31 | $1.5M | 48k | 31.85 |
| 2022-09-30 | $1.4M | 48k | 30.17 |
| 2022-06-30 | $567k | 18k | 31.22 |
| 2022-03-31 | $614k | 18k | 33.81 |
| 2021-12-31 | $638k | 18k | 35.16 |
| 2021-09-30 | $593k | 18k | 32.65 |
| 2021-06-30 | $665k | 20k | 32.68 |
| 2021-03-31 | $631k | 21k | 30.52 |
| 2020-12-31 | $608k | 21k | 29.14 |
| 2020-09-30 | $631k | 24k | 26.68 |