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Listed Fd Tr shares owned by CIC Wealth

Quarter-by-quarter ownership of Listed Fd Tr (SPRX) shares owned by CIC Wealth from 13F filings

Historical chart of CIC Wealth investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by CIC Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 113k 23.45
2023-12-31 $1.5M 65k 22.50
2023-09-30 $263k 15k 17.54

More positions owned by CIC Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Waste Management (WM)
Mondelez Intl Cl A (MDLZ)
McDonald's Corporation (MCD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)

View all positions for CIC Wealth

Top funds holding Listed Fd Tr

CIC Wealth
Concurrent Investment Advisors
Citadel Advisors
Cambridge Investment Research Advisors
HighTower Advisors
UBS Group
S.A. Mason
Lindbrook Capital
SOA Wealth Advisors
Royal Bank of Canada
Bogart Wealth

View all funds holding Listed Fd Tr