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Listed Fd Tr shares owned by HighMark Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (MEDX) shares owned by HighMark Wealth Management from 13F filings

Historical chart of HighMark Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9k 165 29.90
2025-06-30 $4.4k 165 26.65
2025-03-31 $4.6k 165 27.67
2024-12-31 $4.3k 165 26.13
2024-09-30 $5.0k 162 30.56
2024-06-30 $4.8k 162 29.82
2024-03-31 $4.8k 162 29.75
2023-12-31 $4.3k 153 27.93
2023-09-30 $4.5k 153 29.25
2023-06-30 $4.7k 153 30.54
2023-03-31 $4.6k 153 29.92

More positions owned by HighMark Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Wells Fargo & Company (WFC)
Performant Finl (PHLT)
Centessa Pharmaceuticals Sponsored Ads (CNTA)
Anaptysbio Inc Common (ANAB)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Ishares Tr Core S&p Mcp Etf (IJH)
Axogen (AXGN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Neogenomics Com New (NEO)

View all positions for HighMark Wealth Management

Top funds holding Listed Fd Tr

UBS Group
HighMark Wealth Management
FMR
Wells Fargo & Company

View all funds holding Listed Fd Tr