LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $182,621 | +9017.4% | 5,999 | -90.8% | 0.04% | -87.6% |
| Q2 2023 | $2,003 | +1.6% | 65,507 | +2.5% | 0.32% | -0.3% |
| Q1 2023 | $1,971 | +7.1% | 63,901 | +9.3% | 0.32% | -6.6% |
| Q4 2022 | $1,841 | -99.0% | 58,467 | +874.6% | 0.35% | +765.0% |
| Q3 2022 | $182,621 | -89.6% | 5,999 | -90.0% | 0.04% | -89.8% |
| Q2 2022 | $1,757,000 | +11.0% | 60,065 | +29.1% | 0.39% | +22.4% |
| Q1 2022 | $1,583,000 | – | 46,529 | – | 0.32% | – |
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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% |