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Listed Fd Tr shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Listed Fd Tr (NVIR) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $23k 799 28.42
2024-03-31 $12k 426 28.13

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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
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View all positions for Cape Investment Advisory

Top funds holding Listed Fd Tr

Fernwood Investment Management
Commonwealth Equity Services
Horizon Kinetics Asset Management
Bank Of Montreal
Cape Investment Advisory
Advisor Group Holdings
UBS Group

View all funds holding Listed Fd Tr