Listed Fd Tr shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Listed Fd Tr
Tip: Access up to 7 years of quarterly data
All positions including Listed Fd Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Listed Fd Tr by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 9.3k | 27.56 |
| 2025-06-30 | $1.9M | 72k | 26.64 |
| 2025-03-31 | $1.3M | 55k | 23.82 |
| 2024-12-31 | $1.2M | 51k | 23.64 |
| 2024-09-30 | $1.2M | 47k | 25.53 |
| 2024-06-30 | $976k | 39k | 24.78 |
| 2024-03-31 | $380k | 16k | 24.02 |
More positions owned by Envestnet Asset Management
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