Vivaldi Capital Management LP - LISTED FD TR ownership

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
Vivaldi Capital Management LP ownership history of LISTED FD TR
ValueSharesWeighting
Q1 2023$1,052,693
-2.4%
34,134
-0.8%
0.32%
+18.7%
Q4 2022$1,078,721
+9.0%
34,3980.0%0.27%
+0.4%
Q3 2022$990,000
-1.3%
34,398
-2.1%
0.27%
+2.3%
Q2 2022$1,003,000
-5.3%
35,148
+0.7%
0.26%
-5.4%
Q1 2022$1,059,00034,9170.28%
Other shareholders
LISTED FD TR shareholders Q1 2022
NameSharesValueWeighting ↓
Atlas Wealth Partners, LLC 98,445$2,92216.81%
One Charles Private Wealth Services, LLC 403,660$12,287,3977.18%
INTREPID FAMILY OFFICE LLC 85,000$2,587,4004.15%
TMD Wealth Management, LLC 474,897$14,455,8544.12%
Lowe Wealth Advisors, LLC 206,150$6,275,2103.34%
SHUFRO ROSE & CO LLC 1,151,842$35,062,0783.31%
Engrave Wealth Partners LLC 331,050$10,077,1653.10%
EQUITABLE TRUST CO 1,107,334$33,707,2472.79%
MACROVIEW INVESTMENT MANAGEMENT LLC 67,689$2,060,4472.75%
TWIN FOCUS CAPITAL PARTNERS, LLC 266,181$8,102,5501.82%
View complete list of LISTED FD TR shareholders