Listed Fd Tr shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Listed Fd Tr
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Quarterly reported holdings in Listed Fd Tr by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 68k | 28.50 |
| 2025-06-30 | $1.7M | 63k | 26.77 |
| 2025-03-31 | $1.4M | 58k | 23.82 |
| 2024-12-31 | $1.4M | 59k | 23.64 |
| 2024-06-30 | $801k | 32k | 24.78 |
| 2024-03-31 | $841k | 35k | 24.02 |
| 2023-12-31 | $793k | 35k | 22.78 |
More positions owned by Wealth Enhancement Advisory Services
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