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 | $30,074,150 | +6.3% | 987,981 | +6.7% | 0.02% | +5.0% |
Q2 2023 | $28,302,898 | -0.6% | 925,839 | +0.3% | 0.02% | -9.1% |
Q1 2023 | $28,473,850 | +306.4% | 923,277 | +314.8% | 0.02% | +266.7% |
Q4 2022 | $7,006,913 | +25.8% | 222,583 | +11.2% | 0.01% | +20.0% |
Q3 2022 | $5,570,000 | +349.6% | 200,157 | +361.2% | 0.01% | +400.0% |
Q2 2022 | $1,239,000 | – | 43,397 | – | 0.00% | – |
Download |
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% |