LISTED FD TR's ticker is JULZ and the CUSIP is 53656F664. A total of 17 filers reported holding LISTED FD TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $433,729 | +3.1% | 10,718 | -0.1% | 0.22% | +4.2% |
| Q1 2024 | $420,583 | +8.4% | 10,728 | 0.0% | 0.22% | +1.9% |
| Q4 2023 | $388,047 | -2.9% | 10,728 | -7.1% | 0.21% | -6.6% |
| Q3 2023 | $399,828 | -3.2% | 11,547 | -0.9% | 0.23% | +0.9% |
| Q2 2023 | $413,215 | +28.3% | 11,657 | +20.7% | 0.22% | +13.1% |
| Q1 2023 | $322,074 | +104469.5% | 9,657 | 0.0% | 0.20% | +4.7% |
| Q4 2022 | $308 | – | 9,657 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 60,314 | $2,440,745 | 0.97% |
| Lloyd Advisory Services, LLC. | 39,485 | $1,597,852 | 0.75% |
| INSIGHT 2811, INC. | 10,718 | $433,729 | 0.22% |
| Weaver Consulting Group | 14,113 | $571,132 | 0.20% |
| Castleview Partners, LLC | 4,000 | $161,869 | 0.09% |
| Elevated Capital Advisors, LLC | 6,068 | $245,556 | 0.07% |
| Great Lakes Retirement, Inc. | 8,447 | $341,827 | 0.05% |
| AE Wealth Management LLC | 108,130 | $4,375,728 | 0.04% |
| Capital Investment Advisory Services, LLC | 7,377 | $298,542 | 0.03% |
| DHJJ Financial Advisors, Ltd. | 175 | $7,082 | 0.00% |