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
AE Wealth Management 274k $9.7M 8% Dec 2023
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Valtinson Bruner Financial Planning 81k $2.8M -5% Dec 2023
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Wolverine Trading 33k $1.2M 100% Dec 2023
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B.O.S.S. Retirement Advisors 19k $661k -2% Dec 2023
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Great Lakes Retirement 11k $369k -19% Dec 2023
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Creative Planning 6.0k $208k 100% Dec 2023
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Insight 2811 6.0k $207k 100% Dec 2023
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Advisor Group Holdings 1.6k $55k 0% Dec 2023
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Spire Wealth Management 1.2k $43k 0% Dec 2023
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DHJJ Financial Advisors 545.00 $21k -23% Mar 2024
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Pineridge Advisors 198.00 $6.9k 100% Dec 2023
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Sound Income Strategies 51.00 $1.9k 100% Mar 2024
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Oliver Lagore Vanvalin Investment Group 45.00 $1.6k -31% Dec 2023
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UBS Group 30.00 $1.0k 88% Dec 2023
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Richard W. Paul & Associates 20.00 $710.000000 33% Dec 2023
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Tucker Asset Management 4.00 $139.000000 100% Dec 2023
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Who sold out of Listed Fd Tr?

Fund or Company Name Date Sold Shares Held Valued At
Commonwealth Equity Services Sep 2023 7.4k $243k
Authentikos Wealth Advisory Sep 2023 6.6k $214k