Dynamic Advisor Solutions LLC - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 37 filers reported holding LISTED FD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q1 2024$305,249
-26.6%
14,725
-31.6%
0.01%
-37.5%
Q4 2023$416,078
+104.7%
21,525
+91.9%
0.02%
+60.0%
Q3 2023$203,21711,2180.01%
Other shareholders
LISTED FD TR shareholders Q4 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 419,774$8,190,0006.50%
Grant/GrossMendelsohn, LLC 202,638$3,894,0003.09%
Claybrook Capital, LLC 90,000$1,756,0000.82%
Beacon Pointe Advisors, LLC 1,341,177$26,166,0000.68%
Epic Trust Investment Advisors, LLC 11,490$224,0000.32%
J.W. COLE ADVISORS, INC. 128,755$2,512,0000.16%
CreativeOne Wealth, LLC 154,972$3,024,0000.15%
Focus Financial Network, Inc. 48,852$953,1030.14%
Clear Creek Financial Management, LLC 34,137$666,0000.10%
CREATIVE FINANCIAL DESIGNS INC /ADV 26,465$516,0000.08%
View complete list of LISTED FD TR shareholders