LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 142 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - 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 ↓ |
---|---|---|---|
One Charles Private Wealth Services, LLC | 367,569 | $10,387,000 | 7.00% |
TMD Wealth Management, LLC | 434,239 | $12,393,000 | 5.19% |
EQUITABLE TRUST CO | 2,307,219 | $65,848,000 | 4.90% |
INTREPID FAMILY OFFICE LLC | 50,000 | $1,427,000 | 3.68% |
Fiduciary Planning LLC | 255,580 | $7,294,000 | 3.61% |
Engrave Wealth Partners LLC | 258,847 | $7,387,000 | 3.27% |
GUARDIAN WEALTH ADVISORS, LLC / NC | 572,422 | $16,337,000 | 2.98% |
MACROVIEW INVESTMENT MANAGEMENT LLC | 63,588 | $1,815,000 | 2.96% |
TrinityPoint Wealth, LLC | 464,046 | $13,244,000 | 2.93% |
Lowe Wealth Advisors, LLC | 177,134 | $5,055,000 | 2.76% |