LPL Financial LLC - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 33 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$756,772
+47.4%
41,776
+50.6%
0.00%
Q2 2023$513,320
+1.9%
27,740
-3.1%
0.00%
Q1 2023$503,938
+2.6%
28,641
+0.1%
0.00%
Q4 2022$491,194
+0.7%
28,616
-1.4%
0.00%
Q3 2022$488,000
+3.4%
29,023
+4.7%
0.00%
Q2 2022$472,00027,7260.00%
Other shareholders
LISTED FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 421,986$7,424,8365.32%
Claybrook Capital, LLC 65,000$1,143,6750.64%
Clearview Wealth Advisors LLC 24,059$423,3330.43%
Beacon Pointe Advisors, LLC 1,331,380$23,425,6360.40%
TCWP LLC 108,897$1,916,0430.36%
Syntegra Private Wealth Group, LLC 45,071$793,0290.14%
Golden State Equity Partners 13,031$229,2800.12%
MGO ONE SEVEN LLC 108,897$1,916,0430.12%
CreativeOne Wealth, LLC 78,285$1,3770.07%
CREATIVE FINANCIAL DESIGNS INC /ADV 25,783$453,6550.06%
View complete list of LISTED FD TR shareholders