LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 80 filers reported holding LISTED FD TR in Q2 2021. The put-call ratio across all filers is 1.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,712 | +0.0% | 9,255 | +0.5% | 0.03% | 0.0% |
| Q2 2023 | $281,613 | -0.4% | 9,212 | +0.5% | 0.03% | -7.1% |
| Q1 2023 | $282,720 | -1.8% | 9,167 | +0.2% | 0.03% | -9.7% |
| Q4 2022 | $287,875 | +13.3% | 9,145 | +0.3% | 0.03% | +3.3% |
| Q3 2022 | $254,000 | -1.9% | 9,122 | +0.6% | 0.03% | +7.1% |
| Q2 2022 | $259,000 | -13.7% | 9,070 | +0.6% | 0.03% | -3.4% |
| Q1 2022 | $300,000 | +6.8% | 9,016 | +0.2% | 0.03% | +16.0% |
| Q4 2021 | $281,000 | +27.1% | 8,994 | +21.8% | 0.02% | +8.7% |
| Q3 2021 | $221,000 | 0.0% | 7,382 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $221,000 | – | 7,367 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 317,283 | $9,265,000 | 5.34% |
| Fiduciary Planning LLC | 209,352 | $6,113,000 | 3.25% |
| TMD Wealth Management, LLC | 261,302 | $7,630,000 | 3.19% |
| All Season Financial Advisors, Inc. | 121,785 | $3,556,000 | 2.86% |
| Sugarloaf Wealth Management, LLC | 308,877 | $9,019,000 | 2.37% |
| EQUITABLE TRUST CO | 1,225,222 | $35,776,000 | 2.28% |
| PECAUT & CO. | 128,879 | $3,763,000 | 2.24% |
| TrinityPoint Wealth, LLC | 354,426 | $10,349,000 | 1.98% |
| SHUFRO ROSE & CO LLC | 566,662 | $16,547,000 | 1.30% |
| Pinnacle Wealth Management Group, Inc. | 43,217 | $1,262,000 | 0.95% |