Sugarloaf Wealth Management, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is AUGZ and the CUSIP is 53656F722. A total of 9 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q4 2022$8,993
-0.1%
3000.0%0.00%0.0%
Q3 2022$9,0000.0%3000.0%0.00%0.0%
Q2 2022$9,000
-10.0%
3000.0%0.00%0.0%
Q1 2022$10,0000.0%3000.0%0.00%0.0%
Q4 2021$10,000
+11.1%
3000.0%0.00%0.0%
Q3 2021$9,0003000.00%
Other shareholders
LISTED FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 110,522$3,589,9891.62%
Valtinson Bruner Financial Planning LLC 13,786$447,8000.24%
Capital Investment Advisory Services, LLC 33,257$1,080,2520.11%
DHJJ Financial Advisors, Ltd. 520$16,8910.01%
HARBOUR INVESTMENTS, INC. 1,710$55,5450.00%
OSAIC HOLDINGS, INC. 42,185$1,370,2740.00%
COMMONWEALTH EQUITY SERVICES, LLC 29,000$9420.00%
Authentikos Wealth Advisory, LLC 42$1,3640.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of LISTED FD TR shareholders