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Listed Fd Tr shares owned by Private Advisor

Quarter-by-quarter ownership of Listed Fd Tr (TUGN) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 63k 23.21
2024-06-30 $1.3M 54k 24.47
2024-03-31 $689k 29k 23.60

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding Listed Fd Tr

Q3 Asset Management
Transamerica Financial Advisors
Harbour Investments
Private Advisor
LPL Financial
Citadel Advisors
Cambridge Investment Research Advisors
Commonwealth Equity Services
Morgan Stanley

View all funds holding Listed Fd Tr