Kades & Cheifetz »

Listed Fd Tr shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of Listed Fd Tr (OVLH) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Kades & Cheifetz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2023-12-31 $244k 8.5k 28.91
2023-09-30 $226k 8.5k 26.79

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Conv Bd Etf (ICVT)
Strategy Ns 7handl Idx (HNDL)
Ishares Tr Pfd And Incm Sec (PFF)
Wisdomtree Tr Us Smallcap Divd (DES)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr National Mun Etf (MUB)

View all positions for Kades & Cheifetz

Top funds holding Listed Fd Tr

Lakeview Capital Partners
Advocacy Wealth Management Services
Goldman Sachs Group
Jpmorgan Chase & Co
PFG Investments
Consolidated Portfolio Review Corp
Kades & Cheifetz
Raymond James Trust
UBS Group
Wells Fargo & Company
Lee Financial

View all funds holding Listed Fd Tr