WMS Partners, LLC - LISTED FD TR ownership

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
WMS Partners, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2022$711,000
-35.2%
24,920
-24.3%
0.11%
-26.0%
Q1 2022$1,097,000
-14.1%
32,920
-19.6%
0.15%
-44.9%
Q4 2021$1,277,000
+29.0%
40,920
+20.6%
0.27%
+87.6%
Q3 2021$990,000
-2.8%
33,9200.0%0.14%
-4.0%
Q2 2021$1,019,00033,9200.15%
Other shareholders
LISTED FD TR shareholders Q3 2021
NameSharesValueWeighting ↓
One Charles Private Wealth Services, LLC 317,283$9,265,0005.34%
Fiduciary Planning LLC 209,352$6,113,0003.25%
TMD Wealth Management, LLC 261,302$7,630,0003.19%
All Season Financial Advisors, Inc. 121,785$3,556,0002.86%
Sugarloaf Wealth Management, LLC 308,877$9,019,0002.37%
EQUITABLE TRUST CO 1,225,222$35,776,0002.28%
PECAUT & CO. 128,879$3,763,0002.24%
TrinityPoint Wealth, LLC 354,426$10,349,0001.98%
SHUFRO ROSE & CO LLC 566,662$16,547,0001.30%
Pinnacle Wealth Management Group, Inc. 43,217$1,262,0000.95%
View complete list of LISTED FD TR shareholders