LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 1 filers reported holding LISTED FD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,464 | -1.7% | 13,320 | -1.3% | 0.02% | 0.0% |
| Q2 2023 | $412,496 | +2.8% | 13,494 | +3.7% | 0.02% | -8.7% |
| Q1 2023 | $401,192 | +29.2% | 13,009 | +31.8% | 0.02% | +15.0% |
| Q4 2022 | $310,613 | +17.7% | 9,867 | +4.0% | 0.02% | 0.0% |
| Q3 2022 | $264,000 | +3.9% | 9,483 | +6.3% | 0.02% | -9.1% |
| Q2 2022 | $254,000 | – | 8,917 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 377,376 | $10,502,000 | 6.96% |
| TMD Wealth Management, LLC | 433,732 | $12,071,000 | 5.43% |
| EQUITABLE TRUST CO | 2,156,445 | $60,014,000 | 5.00% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,392,000 | 4.21% |
| Fiduciary Planning LLC | 260,526 | $7,250,000 | 3.72% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 66,386 | $1,848,000 | 3.37% |
| Engrave Wealth Partners LLC | 258,743 | $7,201,000 | 3.37% |
| Lowe Wealth Advisors, LLC | 187,069 | $5,206,000 | 3.06% |
| New England Private Wealth Advisors LLC | 461,043 | $12,833,000 | 3.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 575,943 | $16,028,000 | 2.99% |