JFS Wealth Advisors »

Listed Fd Tr shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $34k 872 38.50
2025-09-30 $34k 872 38.53
2025-06-30 $26k 872 29.60

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Listed Fd Tr

Apollon Wealth Management
Wealth Watch Advisors
D.A. Davidson & Co.
Hrt Financial
Procyon Private Wealth Partners
Susquehanna International
Advisor Group Holdings
Envestnet Asset Management
TD Waterhouse Canada
Citadel Advisors
Fifth Third Securities
Griffin Asset Management
National Wealth Management Group
Quadrature Capital
Simplex Trading

View all funds holding Listed Fd Tr