LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.5%.
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 | 377,376 | $10,502,000 | 6.96% |
| TMD Wealth Management, LLC | 433,732 | $12,071,000 | 5.43% |
| EQUITABLE TRUST CO | 2,156,445 | $60,014,000 | 5.00% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,392,000 | 4.21% |
| Fiduciary Planning LLC | 260,526 | $7,250,000 | 3.72% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 66,386 | $1,848,000 | 3.37% |
| Engrave Wealth Partners LLC | 258,743 | $7,201,000 | 3.37% |
| Lowe Wealth Advisors, LLC | 187,069 | $5,206,000 | 3.06% |
| New England Private Wealth Advisors LLC | 461,043 | $12,833,000 | 3.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 575,943 | $16,028,000 | 2.99% |