LISTED FD TR's ticker is OVLH and the CUSIP is 53656F581. A total of 2 filers reported holding LISTED FD TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $426,129 | +6.0% | 16,468 | +2.1% | 0.01% | -27.3% |
| Q4 2022 | $402,131 | -57.0% | 16,134 | -58.2% | 0.01% | -62.1% |
| Q3 2022 | $935,000 | +55.6% | 38,598 | +82.3% | 0.03% | +70.6% |
| Q1 2022 | $601,000 | +34.8% | 21,168 | +42.4% | 0.02% | -5.6% |
| Q4 2021 | $446,000 | -16.3% | 14,870 | -28.0% | 0.02% | -40.0% |
| Q1 2021 | $533,000 | – | 20,663 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 2,521,928 | $67,569,008 | 7.52% |
| Bison Wealth, LLC | 83,513 | $2,237,539 | 0.43% |
| Truadvice, LLC | 23,880 | $650,014 | 0.26% |
| Kades & Cheifetz LLC | 8,451 | $226,424 | 0.18% |
| Consolidated Portfolio Review Corp | 14,514 | $388,868 | 0.09% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Lee Financial Co | 50 | $1,340 | 0.00% |
| GTS SECURITIES LLC | 7,709 | $206,547 | 0.00% |
| JPMORGAN CHASE & CO | 15,573 | $417,241 | 0.00% |