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 377,376$10,502,0006.96%
TMD Wealth Management, LLC 433,732$12,071,0005.43%
EQUITABLE TRUST CO 2,156,445$60,014,0005.00%
INTREPID FAMILY OFFICE LLC 50,000$1,392,0004.21%
Fiduciary Planning LLC 260,526$7,250,0003.72%
MACROVIEW INVESTMENT MANAGEMENT LLC 66,386$1,848,0003.37%
Engrave Wealth Partners LLC 258,743$7,201,0003.37%
Lowe Wealth Advisors, LLC 187,069$5,206,0003.06%
New England Private Wealth Advisors LLC 461,043$12,833,0003.01%
GUARDIAN WEALTH ADVISORS, LLC / NC 575,943$16,028,0002.99%
View complete list of LISTED FD TR shareholders