Farther Finance Advisors »

Listed Fd Tr shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 11k 25.53
2024-06-30 $176k 7.1k 24.63
2024-03-31 $101k 4.2k 24.13
2023-12-31 $81k 3.5k 22.78
2023-09-30 $44k 2.2k 20.13
2023-06-30 $10k 463 22.01

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Amazon Stock (AMZN)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Farther Finance Advisors

Top funds holding Listed Fd Tr

RFG Advisory
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Mercer Global Advisors
Wealth Enhancement Advisory Services
Jane Street
Apollon Wealth Management
Farther Finance Advisors
Y.D. More Investments
IFG Advisors
Courage Miller Partners
TD Waterhouse Canada
Providence Capital Advisors
Jaffetilchin Investment Partners
IFP Advisors

View all funds holding Listed Fd Tr