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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,228 | -89.8% | 400 | -89.7% | 0.00% | -100.0% |
| Q1 2023 | $120,276 | +78511.8% | 3,900 | -19.6% | 0.00% | -25.0% |
| Q4 2022 | $153 | -100.0% | 4,850 | -72.0% | 0.00% | -73.3% |
| Q3 2022 | $481,000 | -2.6% | 17,300 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $494,000 | -13.3% | 17,300 | +1.2% | 0.01% | 0.0% |
| Q1 2022 | $570,000 | +18.5% | 17,100 | +11.0% | 0.01% | +27.3% |
| Q4 2021 | $481,000 | – | 15,400 | – | 0.01% | – |
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% |