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Listed Fd Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Listed Fd Tr (TUG) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 143k 33.44
2024-06-30 $5.3M 154k 34.28
2024-03-31 $5.1M 159k 31.80
2023-09-30 $2.4M 88k 26.64
2023-06-30 $2.3M 85k 27.69

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Listed Fd Tr

Transamerica Financial Advisors
LPL Financial
Harbour Investments
Encompass More Asset Management
Susquehanna International
Citadel Advisors
Summit Global Investments
Townsquare Capital
Cambridge Investment Research Advisors
Atria Wealth Solutions
Advisor Group Holdings

View all funds holding Listed Fd Tr