Listed Fd Tr shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Listed Fd Tr (TUG) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Listed Fd Tr
Tip: Access up to 7 years of quarterly data
All positions including Listed Fd Tr held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Listed Fd Tr by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $326k | 10k | 31.80 |
2023-12-31 | $600k | 20k | 29.43 |
2023-09-30 | $556k | 21k | 26.64 |