LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 94 filers reported holding LISTED FD TR in Q3 2021. The put-call ratio across all filers is 0.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,357 | +115.6% | 142,535 | +117.5% | 0.19% | +130.5% |
| Q1 2023 | $2,021 | +81.4% | 65,532 | +85.3% | 0.08% | +46.4% |
| Q4 2022 | $1,114 | -99.9% | 35,374 | -12.5% | 0.06% | -6.7% |
| Q3 2022 | $1,125,000 | +108.7% | 40,416 | +113.9% | 0.06% | +106.9% |
| Q2 2022 | $539,000 | -91.4% | 18,898 | -90.6% | 0.03% | -82.8% |
| Q4 2021 | $6,284,000 | +415.5% | 201,344 | +382.2% | 0.17% | +244.9% |
| Q3 2021 | $1,219,000 | -62.5% | 41,759 | -61.4% | 0.05% | -69.8% |
| Q2 2021 | $3,249,000 | – | 108,105 | – | 0.16% | – |
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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% |