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Listed FD TR
CUSIP: 53656F334 | 3 institutional holders
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Institutional Holders — Q1 2023
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Prospera Financial Services Inc
14,500
0.0% of portfolio
›
$334.7K
Elevation Point Wealth Partners, LLC
12,366
0.0% of portfolio
›
$285.4K
Proequities, Inc.
0
0.0% of portfolio
›
$0
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Prospera Financial Services Inc
14,500
$334.7K
0.0%
Core
Medium
Dallas, TX
2023-05-12
Elevation Point Wealth Partners, LLC
12,366
$285.4K
0.0%
Core
Medium
Denver, CO
2023-05-11
Proequities, Inc.
0
$0
0.0%
Growth
Very Low
Birmingham, AL
2023-05-15