LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,620,928 | -22.6% | 250,359 | -22.2% | 0.00% | -33.3% |
| Q2 2023 | $9,841,033 | +500.5% | 321,918 | +505.8% | 0.00% | +200.0% |
| Q1 2023 | $1,638,745 | -81.3% | 53,137 | -80.9% | 0.00% | -75.0% |
| Q4 2022 | $8,749,079 | +198.3% | 277,925 | +163.7% | 0.00% | +300.0% |
| Q3 2022 | $2,933,000 | -70.6% | 105,376 | -69.8% | 0.00% | -75.0% |
| Q2 2022 | $9,971,000 | +522.0% | 349,354 | +626.0% | 0.00% | +300.0% |
| Q1 2022 | $1,603,000 | -50.0% | 48,118 | -53.1% | 0.00% | 0.0% |
| Q4 2021 | $3,203,000 | -46.0% | 102,639 | -48.0% | 0.00% | -50.0% |
| Q2 2021 | $5,929,000 | +273.8% | 197,303 | +237.3% | 0.00% | +100.0% |
| Q1 2021 | $1,586,000 | – | 58,489 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Wealth Partners, LLC | 77,492 | $2,512 | 15.53% |
| One Charles Private Wealth Services, LLC | 385,090 | $12,122,629 | 7.85% |
| TMD Wealth Management, LLC | 432,575 | $13,617,475 | 6.06% |
| EQUITABLE TRUST CO | 2,313,028 | $72,814,122 | 5.74% |
| INTREPID FAMILY OFFICE LLC | 60,000 | $1,888,800 | 4.74% |
| Fiduciary Planning LLC | 240,260 | $7,563 | 3.67% |
| Lowe Wealth Advisors, LLC | 193,869 | $6,102,984 | 3.37% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 61,080 | $1,922,813 | 3.30% |
| New England Private Wealth Advisors LLC | 445,837 | $14,034,912 | 2.98% |
| Engrave Wealth Partners LLC | 261,914 | $8,404,817 | 2.92% |