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Listed Fd Tr shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Listed Fd Tr (METV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $57k 2.8k 20.60
2025-06-30 $49k 2.9k 17.03
2025-03-31 $39k 2.9k 13.49
2024-12-31 $42k 2.9k 14.38

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Listed Fd Tr

Northwestern Mutual Wealth Management Company
LPL Financial
Leavell Investment Management
GM Advisory
Apollon Wealth Management
Merit Financial Group
Evanson Asset Management
Citadel Advisors
Morgan Stanley
H D Vest Advisory Services
Q3 Asset Management
Banco BTG Pactual
Commonwealth Equity Services
Cetera Investment Advisers
Cambridge Investment Research Advisors

View all funds holding Listed Fd Tr