LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 27 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,651 | +1073.3% | 643,148 | +1099.0% | 0.07% | +1083.3% |
Q2 2023 | $993 | +819.4% | 53,640 | +772.2% | 0.01% | +500.0% |
Q1 2023 | $108 | -43.5% | 6,150 | -44.8% | 0.00% | 0.0% |
Q4 2022 | $191 | -99.6% | 11,150 | +337.3% | 0.00% | – |
Q3 2022 | $43,000 | +26.5% | 2,550 | +29.1% | 0.00% | – |
Q2 2022 | $34,000 | +78.9% | 1,975 | +97.5% | 0.00% | – |
Q1 2022 | $19,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RETIREMENT GUYS FORMULA LLC | 580,431 | $9,891,000 | 10.16% |
TCWP LLC | 205,299 | $3,498,000 | 0.74% |
Claybrook Capital, LLC | 66,000 | $1,125,000 | 0.66% |
Clearview Wealth Advisors LLC | 34,323 | $585,000 | 0.44% |
Beacon Pointe Advisors, LLC | 1,096,239 | $18,680,000 | 0.39% |
Clear Creek Financial Management, LLC | 52,783 | $899,000 | 0.19% |
CreativeOne Wealth, LLC | 166,580 | $2,839,000 | 0.15% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 11,483 | $196,000 | 0.10% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 33,029 | $563,000 | 0.09% |
CGN Advisors LLC | 11,117 | $189,000 | 0.05% |