Fernwood Investment Management, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 169 filers reported holding LISTED FD TR in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.6%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$541,723
-14.8%
17,796
-14.4%
0.20%
-13.3%
Q2 2023$635,594
-1.8%
20,791
-0.9%
0.22%
-9.3%
Q1 2023$647,179
-2.9%
20,985
-0.9%
0.25%
-10.1%
Q4 2022$666,498
+18.2%
21,172
+4.4%
0.28%
+16.0%
Q3 2022$564,00020,2700.24%
Other shareholders
LISTED FD TR shareholders Q4 2022
NameSharesValueWeighting ↓
One Charles Private Wealth Services, LLC 367,569$10,387,0007.00%
TMD Wealth Management, LLC 434,239$12,393,0005.19%
EQUITABLE TRUST CO 2,307,219$65,848,0004.90%
INTREPID FAMILY OFFICE LLC 50,000$1,427,0003.68%
Fiduciary Planning LLC 255,580$7,294,0003.61%
Engrave Wealth Partners LLC 258,847$7,387,0003.27%
GUARDIAN WEALTH ADVISORS, LLC / NC 572,422$16,337,0002.98%
MACROVIEW INVESTMENT MANAGEMENT LLC 63,588$1,815,0002.96%
TrinityPoint Wealth, LLC 464,046$13,244,0002.93%
Lowe Wealth Advisors, LLC 177,134$5,055,0002.76%
View complete list of LISTED FD TR shareholders