LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $0 | – | 400 | +33.3% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 300 | -57.1% | 0.00% | – |
| Q3 2022 | $6,000 | -45.5% | 700 | -46.1% | 0.00% | -100.0% |
| Q2 2022 | $11,000 | -88.4% | 1,298 | -63.9% | 0.00% | -80.0% |
| Q1 2022 | $95,000 | -53.7% | 3,598 | -45.5% | 0.01% | -44.4% |
| Q4 2021 | $205,000 | +925.0% | 6,598 | +559.8% | 0.01% | +800.0% |
| Q3 2021 | $20,000 | +66.7% | 1,000 | +150.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 317,283 | $9,265,000 | 5.34% |
| Fiduciary Planning LLC | 209,352 | $6,113,000 | 3.25% |
| TMD Wealth Management, LLC | 261,302 | $7,630,000 | 3.19% |
| All Season Financial Advisors, Inc. | 121,785 | $3,556,000 | 2.86% |
| Sugarloaf Wealth Management, LLC | 308,877 | $9,019,000 | 2.37% |
| EQUITABLE TRUST CO | 1,225,222 | $35,776,000 | 2.28% |
| PECAUT & CO. | 128,879 | $3,763,000 | 2.24% |
| TrinityPoint Wealth, LLC | 354,426 | $10,349,000 | 1.98% |
| SHUFRO ROSE & CO LLC | 566,662 | $16,547,000 | 1.30% |
| Pinnacle Wealth Management Group, Inc. | 43,217 | $1,262,000 | 0.95% |