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Get the free Listed Funds Trust Form NPORT-P Filed 2023-11-29. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER NPORTPFiling Date: 20231129 | Period of Report: 20230930 SEC Accession No. 000114554923074242 (HTML Version on secdatabase.com)FILER Listed Funds Trust CIK:1683471|
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How to fill out listed funds trust form

01
To fill out the listed funds trust form, follow these steps:
02
Start by entering your personal information such as name, address, and contact details.
03
Provide details about the listed funds you are interested in, including the fund names and ticker symbols.
04
Indicate the quantity or number of shares you wish to invest in each listed fund.
05
Specify the investment amount or dollar value for each listed fund.
06
If applicable, provide any additional instructions or preferences regarding the investment.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form.
09
Submit the form as directed, either by mail or electronically.
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Keep a copy of the filled-out form for your records.

Who needs listed funds trust form?

01
The listed funds trust form is needed by individuals or investors who want to invest in specific listed funds.
02
It is typically required by financial institutions, brokerage firms, or fund managers to gather necessary information for facilitating the investment process.
03
The form helps in documenting the investor's preferences, investment amount, and other instructions related to the listed funds.
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The listed funds trust form is a legal document that organizations need to file to report the details of their listed trusts that hold funds under certain regulatory frameworks.
Entities that manage or are responsible for listed funds or trusts are required to file the listed funds trust form, including financial institutions and investment firms.
To fill out the listed funds trust form, organizations must provide accurate financial details, investment information, and comply with specific regulatory instructions as outlined by the authorities.
The purpose of the listed funds trust form is to ensure transparency and compliance with financial regulations by providing authorities with essential data about the funds and their management.
The information reported typically includes details about the fund's performance, asset allocation, management fees, and other relevant financial data.
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