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Listed Fd Tr shares owned by Change Path

Quarter-by-quarter ownership of Listed Fd Tr (MARZ) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Change Path

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 54k 30.05
2023-06-30 $571k 20k 28.14
2023-03-31 $464k 18k 26.48
2022-12-31 $385k 16k 24.79
2022-09-30 $332k 14k 23.36
2022-06-30 $914k 38k 23.94

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Advisorshares Tr Star Glob Buyw (VEGA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Change Path

Top funds holding Listed Fd Tr

Access Financial Services
AE Wealth Management
Weaver Consulting Group
Change Path
Great Lakes Retirement
Capital Investment Advisory Services
Harbour Investments
DHJJ Financial Advisors
Pineridge Advisors
UBS Group
Richard W. Paul & Associates

View all funds holding Listed Fd Tr