Truepoint, Inc. - LISTED FD TR ownership

LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 163 filers reported holding LISTED FD TR in Q1 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.

Quarter-by-quarter ownership
Truepoint, Inc. ownership history of LISTED FD TR
ValueSharesWeighting
Q4 2022$389,030
+13.1%
12,3580.0%0.01%
-22.2%
Q3 2022$344,000
-29.9%
12,358
-28.2%
0.02%
-30.8%
Q2 2022$491,00017,2100.03%
Other shareholders
LISTED FD TR shareholders Q1 2023
NameSharesValueWeighting ↓
Atlas Wealth Partners, LLC 77,492$2,51215.53%
One Charles Private Wealth Services, LLC 385,090$12,122,6297.85%
TMD Wealth Management, LLC 432,575$13,617,4756.06%
EQUITABLE TRUST CO 2,313,028$72,814,1225.74%
INTREPID FAMILY OFFICE LLC 60,000$1,888,8004.74%
Fiduciary Planning LLC 240,260$7,5633.67%
Lowe Wealth Advisors, LLC 193,869$6,102,9843.37%
MACROVIEW INVESTMENT MANAGEMENT LLC 61,080$1,922,8133.30%
New England Private Wealth Advisors LLC 445,837$14,034,9122.98%
Engrave Wealth Partners LLC 261,914$8,404,8172.92%
View complete list of LISTED FD TR shareholders