LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 144 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,183,295 | -8.6% | 38,873 | -8.2% | 0.02% | -4.8% |
| Q2 2023 | $1,294,457 | -37.9% | 42,344 | -37.4% | 0.02% | -41.7% |
| Q1 2023 | $2,085,031 | -23.2% | 67,608 | -21.6% | 0.04% | -26.5% |
| Q4 2022 | $2,715,654 | +13.4% | 86,266 | +0.3% | 0.05% | -2.0% |
| Q3 2022 | $2,394,000 | +1.7% | 86,028 | +4.4% | 0.05% | +2.0% |
| Q2 2022 | $2,353,000 | +31.2% | 82,434 | +53.1% | 0.05% | +22.5% |
| Q1 2022 | $1,793,000 | +52.3% | 53,830 | +42.7% | 0.04% | +53.8% |
| Q4 2021 | $1,177,000 | – | 37,725 | – | 0.03% | – |
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% |