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 | 377,376 | $10,502,000 | 6.96% |
| TMD Wealth Management, LLC | 433,732 | $12,071,000 | 5.43% |
| EQUITABLE TRUST CO | 2,156,445 | $60,014,000 | 5.00% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,392,000 | 4.21% |
| Fiduciary Planning LLC | 260,526 | $7,250,000 | 3.72% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 66,386 | $1,848,000 | 3.37% |
| Engrave Wealth Partners LLC | 258,743 | $7,201,000 | 3.37% |
| Lowe Wealth Advisors, LLC | 187,069 | $5,206,000 | 3.06% |
| New England Private Wealth Advisors LLC | 461,043 | $12,833,000 | 3.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 575,943 | $16,028,000 | 2.99% |