LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 1 filers reported holding LISTED FD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.2%.
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 ↓ |
|---|---|---|---|
| Atlas Wealth Partners, LLC | 77,492 | $2,512 | 15.53% |
| One Charles Private Wealth Services, LLC | 385,090 | $12,122,629 | 7.85% |
| TMD Wealth Management, LLC | 432,575 | $13,617,475 | 6.06% |
| EQUITABLE TRUST CO | 2,313,028 | $72,814,122 | 5.74% |
| INTREPID FAMILY OFFICE LLC | 60,000 | $1,888,800 | 4.74% |
| Fiduciary Planning LLC | 240,260 | $7,563 | 3.67% |
| Lowe Wealth Advisors, LLC | 193,869 | $6,102,984 | 3.37% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 61,080 | $1,922,813 | 3.30% |
| New England Private Wealth Advisors LLC | 445,837 | $14,034,912 | 2.98% |
| Engrave Wealth Partners LLC | 261,914 | $8,404,817 | 2.92% |