Baystate Wealth Management LLC - LISTED FD TR ownership

LISTED FD TR's ticker is BETZ and the CUSIP is 53656F789. A total of 62 filers reported holding LISTED FD TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$1,596
-9.4%
1000.0%0.00%
Q2 2023$1,761
+7.8%
1000.0%0.00%
Q1 2023$1,634
+163300.0%
1000.0%0.00%
Q4 2022$1
-99.9%
1000.0%0.00%
Q3 2022$1,0000.0%1000.0%0.00%
Q2 2022$1,000
-50.0%
1000.0%0.00%
Q1 2022$2,0000.0%1000.0%0.00%
Q4 2021$2,0001000.00%
Other shareholders
LISTED FD TR shareholders Q4 2022
NameSharesValueWeighting ↓
Teamwork Financial Advisors, LLC 77,393$2,328,0000.46%
Telemetry Investments, L.L.C. 10,000$301,0000.41%
Destiny Wealth Partners, LLC 46,488$1,398,0000.28%
Columbus Macro, LLC 26,449$796,0000.26%
Joseph P. Lucia & Associates, LLC 14,315$431,0000.26%
J.W. COLE ADVISORS, INC. 181,245$3,340,0000.24%
Pekin Hardy Strauss, Inc. 48,950$1,472,0000.21%
Castle Rock Wealth Management, LLC 17,875$524,0000.18%
Ahrens Investment Partners LLC 12,310$370,0000.18%
VALLEY NATIONAL ADVISERS INC 31,273$941,0000.17%
View complete list of LISTED FD TR shareholders