LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 149 filers reported holding LISTED FD TR in Q3 2022. The put-call ratio across all filers is 0.72 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,322,000 | -7.2% | 240,539 | -6.8% | 0.00% | 0.0% |
| Q2 2023 | $7,887,000 | +3.7% | 258,019 | +4.6% | 0.00% | 0.0% |
| Q1 2023 | $7,609,000 | -49.7% | 246,738 | -48.7% | 0.00% | -50.0% |
| Q4 2022 | $15,129,000 | +1.4% | 480,598 | -10.4% | 0.00% | -20.0% |
| Q3 2022 | $14,926,000 | +6.2% | 536,353 | +8.9% | 0.01% | +25.0% |
| Q2 2022 | $14,053,000 | -2.5% | 492,379 | +13.8% | 0.00% | 0.0% |
| Q1 2022 | $14,411,000 | +27.7% | 432,634 | +19.6% | 0.00% | +33.3% |
| Q4 2021 | $11,285,000 | +28.0% | 361,607 | +19.7% | 0.00% | +50.0% |
| Q3 2021 | $8,817,000 | +8.3% | 301,976 | +11.5% | 0.00% | 0.0% |
| Q2 2021 | $8,138,000 | +73881.8% | 270,816 | +67604.0% | 0.00% | – |
| Q1 2021 | $11,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 377,376 | $10,502,000 | 6.96% |
| TMD Wealth Management, LLC | 433,732 | $12,071,000 | 5.43% |
| EQUITABLE TRUST CO | 2,156,445 | $60,014,000 | 5.00% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,392,000 | 4.21% |
| Fiduciary Planning LLC | 260,526 | $7,250,000 | 3.72% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 66,386 | $1,848,000 | 3.37% |
| Engrave Wealth Partners LLC | 258,743 | $7,201,000 | 3.37% |
| Lowe Wealth Advisors, LLC | 187,069 | $5,206,000 | 3.06% |
| New England Private Wealth Advisors LLC | 461,043 | $12,833,000 | 3.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 575,943 | $16,028,000 | 2.99% |