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Listed Fd Tr shares owned by Main Street Financial Solutions

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Main Street Financial Solutions from 13F filings

Historical chart of Main Street Financial Solutions investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Main Street Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 7.0k 29.61

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Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Main Street Financial Solutions

Top funds holding Listed Fd Tr

RFG Advisory
Mercer Global Advisors
Wealth Enhancement Advisory Services
Susquehanna International
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Citadel Advisors
Apollon Wealth Management
SageOak Financial
Farther Finance Advisors
Compass Capital Corp
Royal Bank of Canada
Financial Engines Advisors L.L.C
IFG Advisors
Courage Miller Partners
Envestnet Asset Management

View all funds holding Listed Fd Tr