LISTED FD TR's ticker is JULZ and the CUSIP is 53656F664. A total of 11 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $642,309 | -1.5% | 18,550 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $652,234 | +6.3% | 18,400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $613,659 | +80.0% | 18,400 | +72.0% | 0.00% | 0.0% |
| Q4 2022 | $341,000 | +5.9% | 10,700 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $322,000 | +180.0% | 10,700 | +189.2% | 0.00% | – |
| Q2 2022 | $115,000 | -8.0% | 3,700 | 0.0% | 0.00% | – |
| Q1 2022 | $125,000 | -3.8% | 3,700 | 0.0% | 0.00% | – |
| Q4 2021 | $130,000 | +7.4% | 3,700 | 0.0% | 0.00% | – |
| Q3 2021 | $121,000 | +116.1% | 3,700 | +117.6% | 0.00% | – |
| Q2 2021 | $56,000 | +7.7% | 1,700 | 0.0% | 0.00% | – |
| Q1 2021 | $52,000 | +4.0% | 1,700 | 0.0% | 0.00% | – |
| Q4 2020 | $50,000 | +11.1% | 1,700 | 0.0% | 0.00% | – |
| Q3 2020 | $45,000 | – | 1,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 64,173 | $2,071,987 | 1.20% |
| Castleview Partners, LLC | 9,629 | $306,683 | 0.30% |
| Weaver Consulting Group | 15,972 | $508,708 | 0.26% |
| INSIGHT 2811, INC. | 9,657 | $308 | 0.19% |
| BALLAST ADVISORS LLC | 4,432 | $141,159 | 0.06% |
| Capital Investment Advisory Services, LLC | 7,260 | $231,231 | 0.03% |
| Kestra Advisory Services, LLC | 31,175 | $992,924 | 0.01% |
| OLD MISSION CAPITAL LLC | 9,326 | $297,033 | 0.01% |
| OSAIC HOLDINGS, INC. | 10,700 | $341,000 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 400 | $12,740 | 0.00% |