Jones Financial Companies, L.L »

Listed Fd Tr shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Listed Fd Tr

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All positions including Listed Fd Tr held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 8.5k 29.61
2025-09-30 $109k 4.0k 27.14
2025-06-30 $54k 2.0k 26.60
2025-03-31 $27k 1.1k 24.03

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

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