BerganKDV Wealth Management, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is BETZ and the CUSIP is 53656F789. A total of 90 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is 7.00 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 Q1 2022
NameSharesValueWeighting ↓
Gerber Kawasaki Wealth & Investment Management 92,689$2,813,0000.29%
Joseph P. Lucia & Associates, LLC 15,314$465,0000.28%
Ahrens Investment Partners LLC 15,510$471,0000.22%
Pekin Hardy Strauss, Inc. 50,785$1,541,0000.22%
Castle Rock Wealth Management, LLC 17,875$528,0000.19%
Sandbox Financial Partners, LLC 8,193$249,0000.18%
VALLEY NATIONAL ADVISERS INC 31,173$946,0000.17%
Stratos Wealth Advisors, LLC 59,352$1,801,0000.16%
Bickling Financial Services, Inc. 10,109$307,0000.14%
HYA Advisors, Inc 8,550$259,0000.11%
View complete list of LISTED FD TR shareholders