LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 144 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848,211 | -16.5% | 27,865 | -16.2% | 0.48% | -12.8% |
| Q2 2023 | $1,016,300 | -1.7% | 33,245 | -0.8% | 0.55% | -13.5% |
| Q1 2023 | $1,033,448 | +95767.2% | 33,510 | -2.1% | 0.64% | -3.9% |
| Q4 2022 | $1,078 | -99.9% | 34,235 | -2.5% | 0.66% | +0.9% |
| Q3 2022 | $977,000 | -1.9% | 35,100 | +0.6% | 0.66% | +1.5% |
| Q2 2022 | $996,000 | +76.3% | 34,900 | +105.8% | 0.65% | +93.7% |
| Q1 2022 | $565,000 | – | 16,955 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Wealth Partners, LLC | 98,445 | $2,922 | 16.81% |
| One Charles Private Wealth Services, LLC | 403,660 | $12,287,397 | 7.18% |
| INTREPID FAMILY OFFICE LLC | 85,000 | $2,587,400 | 4.15% |
| TMD Wealth Management, LLC | 474,897 | $14,455,854 | 4.12% |
| Lowe Wealth Advisors, LLC | 206,150 | $6,275,210 | 3.34% |
| SHUFRO ROSE & CO LLC | 1,151,842 | $35,062,078 | 3.31% |
| Engrave Wealth Partners LLC | 331,050 | $10,077,165 | 3.10% |
| EQUITABLE TRUST CO | 1,107,334 | $33,707,247 | 2.79% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 67,689 | $2,060,447 | 2.75% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 266,181 | $8,102,550 | 1.82% |