Vivaldi Capital Management LP - LISTED FD TR ownership

LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2023. The put-call ratio across all filers is 0.07 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 Q2 2023
NameSharesValueWeighting ↓
Atlas Wealth Partners, LLC 77,492$2,51215.53%
One Charles Private Wealth Services, LLC 385,090$12,122,6297.85%
TMD Wealth Management, LLC 432,575$13,617,4756.06%
EQUITABLE TRUST CO 2,313,028$72,814,1225.74%
INTREPID FAMILY OFFICE LLC 60,000$1,888,8004.74%
Fiduciary Planning LLC 240,260$7,5633.67%
Lowe Wealth Advisors, LLC 193,869$6,102,9843.37%
MACROVIEW INVESTMENT MANAGEMENT LLC 61,080$1,922,8133.30%
New England Private Wealth Advisors LLC 445,837$14,034,9122.98%
Engrave Wealth Partners LLC 261,914$8,404,8172.92%
View complete list of LISTED FD TR shareholders