Transform Wealth, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is CCOR and the CUSIP is 53656F847. A total of 52 filers reported holding LISTED FD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q1 2023$240,184
-99.0%
8,051
-99.0%
0.02%
-99.2%
Q4 2022$25,048,375
+1.4%
793,172
-4.6%
2.81%
-12.6%
Q3 2022$24,704,000831,6293.21%
Other shareholders
LISTED FD TR shareholders Q3 2022
NameSharesValueWeighting ↓
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2,895,746$85,888,00013.74%
Core Alternative Capital 246,790$7,320,0001.54%
MBL Wealth, LLC 130,174$3,861,0001.34%
Frontier Wealth Management LLC 650,852$19,304,0001.33%
Strategic Point Investment Advisors, LLC 152,640$4,527,0001.11%
Hilltop Holdings Inc. 195,721$5,803,0000.64%
Gladstone Institutional Advisory LLC 79,282$2,3520.23%
Strategic Blueprint, LLC 43,629$1,294,0000.20%
Livingston Group Asset Management CO (operating as Southport Capital Management) 10,836$321,0000.13%
WADDELL & ASSOCIATES, LLC 19,995$593,0000.10%
View complete list of LISTED FD TR shareholders