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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
2024-09-30 $823k 26k 32.21
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)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Change Path

Top funds holding Listed Fd Tr

AE Wealth Management
Mid-American Wealth Advisory Group
Weaver Consulting Group
Lloyd Advisory Services
Change Path
Howard Bailey Securities
Elevated Capital Advisors
Great Lakes Retirement
Wolverine Trading
Authentikos Wealth Advisory
Capital Investment Advisory Services
Harbour Investments
DHJJ Financial Advisors
Pineridge Advisors
Coppell Advisory Solutions

View all funds holding Listed Fd Tr