WealthPLAN Partners, LLC - LISTED FD TR ownership

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
WealthPLAN Partners, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2023$140,072
-35.9%
4,582
-35.3%
0.02%
-20.0%
Q1 2023$218,382
-32.8%
7,081
-29.8%
0.02%
+8.7%
Q4 2022$324,970
-97.0%
10,080
-97.1%
0.02%
-97.0%
Q1 2022$10,932,000
+7.0%
344,118
+2.7%
0.76%
+12.6%
Q4 2021$10,216,000
+8.3%
335,062
+8.6%
0.67%
+7.3%
Q3 2021$9,430,000308,4600.63%
Other shareholders
LISTED FD TR shareholders Q2 2022
NameSharesValueWeighting ↓
One Charles Private Wealth Services, LLC 317,283$9,265,0005.34%
Fiduciary Planning LLC 209,352$6,113,0003.25%
TMD Wealth Management, LLC 261,302$7,630,0003.19%
All Season Financial Advisors, Inc. 121,785$3,556,0002.86%
Sugarloaf Wealth Management, LLC 308,877$9,019,0002.37%
EQUITABLE TRUST CO 1,225,222$35,776,0002.28%
PECAUT & CO. 128,879$3,763,0002.24%
TrinityPoint Wealth, LLC 354,426$10,349,0001.98%
SHUFRO ROSE & CO LLC 566,662$16,547,0001.30%
Pinnacle Wealth Management Group, Inc. 43,217$1,262,0000.95%
View complete list of LISTED FD TR shareholders