BerganKDV Wealth Management, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is BETZ and the CUSIP is 53656F789. A total of 34 filers reported holding LISTED FD TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2023$18
+5.9%
10.0%0.00%
Q1 2023$17
+21.4%
10.0%0.00%
Q4 2022$1410.0%0.00%
Q3 2022$010.0%0.00%
Q2 2022$010.0%0.00%
Q1 2022$010.0%0.00%
Q4 2021$010.0%0.00%
Q3 2021$0
-100.0%
1
-99.5%
0.00%
-100.0%
Q3 2020$5,000
+150.0%
220
+120.0%
0.00%
Q2 2020$2,0001000.00%
Other shareholders
LISTED FD TR shareholders Q3 2020
NameSharesValueWeighting ↓
Capital Advisors, Ltd. LLC 392,000$9,733,0001.57%
Telemetry Investments, L.L.C. 17,000$422,0000.54%
Destiny Wealth Partners, LLC 55,780$1,385,0000.27%
Joseph P. Lucia & Associates, LLC 13,117$326,0000.21%
Castle Rock Wealth Management, LLC 16,550$352,0000.14%
Teamwork Financial Advisors, LLC 25,161$625,0000.12%
HYA Advisors, Inc 11,500$286,0000.10%
NTV ASSET MANAGEMENT LLC 17,050$423,0000.07%
VALLEY NATIONAL ADVISERS INC 12,351$307,0000.06%
Future Financial Wealth Managment LLC 2,720$68,0000.05%
View complete list of LISTED FD TR shareholders