LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 125 filers reported holding LISTED FD TR in Q4 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $837 | -38.8% | 27,493 | -38.5% | 0.00% | -33.3% |
Q2 2023 | $1,367 | -3.9% | 44,707 | -3.1% | 0.01% | -14.3% |
Q1 2023 | $1,423 | +7.0% | 46,148 | +9.2% | 0.01% | 0.0% |
Q4 2022 | $1,330 | -99.9% | 42,247 | -31.0% | 0.01% | -30.0% |
Q3 2022 | $1,705,000 | -41.2% | 61,266 | -39.7% | 0.01% | -37.5% |
Q2 2022 | $2,898,000 | -9.6% | 101,542 | +5.5% | 0.02% | +6.7% |
Q1 2022 | $3,206,000 | +167.2% | 96,262 | +150.3% | 0.02% | +200.0% |
Q4 2021 | $1,200,000 | – | 38,463 | – | 0.01% | – |
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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% |