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Listed Fd Tr shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 1.0k 20.60
2025-06-30 $17k 1.0k 17.03
2025-03-31 $14k 7 1927.14

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood 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