Who owns LISTED FD TR?

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Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Listed Fd Tr stock

Who bought or sold LISTED FD TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Advisor Group Holdings 1.6k $67k -87% Sep 2025
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Capital A Wealth Management 8.00 $278.000000 -94% Jun 2025
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
TrueMark Investments Jun 2025 180k $7.5M
AE Wealth Management Jun 2025 115k $4.8M
Valtinson Bruner Financial Planning Jun 2025 72k $3.0M
Wedbush Morgan Securities Jun 2025 49k $2.0M
Lloyd Advisory Services Jun 2025 38k $1.6M
B.O.S.S. Retirement Advisors Jun 2025 22k $917k
Elevated Capital Advisors Jun 2025 15k $587k
Howard Bailey Securities Jun 2025 9.8k $409k
Great Lakes Retirement Jun 2025 7.3k $305k
Insight 2811 Jun 2025 6.0k $250k
Citadel Advisors Jun 2025 5.9k $248k
LifeWealth Investments Jun 2025 5.6k $233k
LaSalle St. Investment Advisors Jun 2025 5.1k $215k
Spire Wealth Management Jun 2025 610.00 $26k
UBS Group Jun 2025 537.00 $23k
Quest 10 Wealth Builders Jun 2025 458.00 $19k
Transce3nd Jun 2025 421.00 $18k
Park Square Financial Group Jun 2025 270.00 $11k
DHJJ Financial Advisors Jun 2025 222.00 $9.3k
Decker Retirement Planning Jun 2025 72.00 $3.0k
Richard W. Paul & Associates Jun 2025 21.00 $882.000000
Global Retirement Partners Jun 2025 18.00 $750.000600