LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 149 filers reported holding LISTED FD TR in Q3 2022. The put-call ratio across all filers is 0.72 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $262,443 | -8.4% | 8,585 | -7.6% | 0.00% | – |
| Q1 2023 | $286,411 | -6.9% | 9,287 | -5.0% | 0.00% | – |
| Q4 2022 | $307,623 | +19.2% | 9,772 | +5.5% | 0.00% | – |
| Q3 2022 | $258,000 | -1.9% | 9,262 | +0.5% | 0.00% | – |
| Q2 2022 | $263,000 | -16.8% | 9,212 | -2.8% | 0.00% | – |
| Q1 2022 | $316,000 | +17.0% | 9,482 | +9.8% | 0.00% | – |
| Q4 2021 | $270,000 | +7.6% | 8,638 | +0.4% | 0.00% | – |
| Q3 2021 | $251,000 | – | 8,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 367,569 | $10,387,000 | 7.00% |
| TMD Wealth Management, LLC | 434,239 | $12,393,000 | 5.19% |
| EQUITABLE TRUST CO | 2,307,219 | $65,848,000 | 4.90% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,427,000 | 3.68% |
| Fiduciary Planning LLC | 255,580 | $7,294,000 | 3.61% |
| Engrave Wealth Partners LLC | 258,847 | $7,387,000 | 3.27% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 572,422 | $16,337,000 | 2.98% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 63,588 | $1,815,000 | 2.96% |
| TrinityPoint Wealth, LLC | 464,046 | $13,244,000 | 2.93% |
| Lowe Wealth Advisors, LLC | 177,134 | $5,055,000 | 2.76% |