Fort Point Capital Partners LLC - LISTED FD TR ownership

LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 142 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$339,041
-20.4%
11,138
-20.0%
0.05%
-13.3%
Q2 2023$425,779
-9.4%
13,928
-8.6%
0.06%
-15.5%
Q1 2023$469,755
-52.0%
15,232
-51.0%
0.07%
-53.6%
Q4 2022$978,808
+9.5%
31,093
-3.3%
0.15%
+2.7%
Q3 2022$894,00032,1410.15%
Other shareholders
LISTED FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
One Charles Private Wealth Services, LLC 377,376$10,502,0006.96%
TMD Wealth Management, LLC 433,732$12,071,0005.43%
EQUITABLE TRUST CO 2,156,445$60,014,0005.00%
INTREPID FAMILY OFFICE LLC 50,000$1,392,0004.21%
Fiduciary Planning LLC 260,526$7,250,0003.72%
MACROVIEW INVESTMENT MANAGEMENT LLC 66,386$1,848,0003.37%
Engrave Wealth Partners LLC 258,743$7,201,0003.37%
Lowe Wealth Advisors, LLC 187,069$5,206,0003.06%
New England Private Wealth Advisors LLC 461,043$12,833,0003.01%
GUARDIAN WEALTH ADVISORS, LLC / NC 575,943$16,028,0002.99%
View complete list of LISTED FD TR shareholders