LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 144 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,620,307 | +27.1% | 51,471 | +12.3% | 0.03% | +17.9% |
| Q3 2022 | $1,275,000 | -52.9% | 45,824 | -51.7% | 0.03% | -50.9% |
| Q2 2022 | $2,709,000 | -6.1% | 94,903 | +9.5% | 0.06% | +11.8% |
| Q1 2022 | $2,886,000 | +17.9% | 86,649 | +10.5% | 0.05% | +15.9% |
| Q4 2021 | $2,448,000 | +5.2% | 78,440 | -1.6% | 0.04% | +4.8% |
| Q3 2021 | $2,327,000 | -21.2% | 79,702 | -18.9% | 0.04% | -26.3% |
| Q2 2021 | $2,952,000 | – | 98,232 | – | 0.06% | – |
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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% |