LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 163 filers reported holding LISTED FD TR in Q1 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $651,020 | +215.0% | 21,387 | +216.3% | 0.00% | +100.0% |
| Q2 2023 | $206,684 | -69.3% | 6,761 | -68.4% | 0.00% | -75.0% |
| Q4 2022 | $672,539 | +215.7% | 21,364 | +186.2% | 0.00% | +100.0% |
| Q2 2022 | $213,000 | -17.4% | 7,465 | -3.8% | 0.00% | 0.0% |
| Q1 2022 | $258,000 | – | 7,759 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 323,695 | $10,103,000 | 5.72% |
| Fiduciary Planning LLC | 223,517 | $6,976,000 | 3.92% |
| INTREPID FAMILY OFFICE LLC | 100,000 | $3,121,000 | 3.56% |
| TMD Wealth Management, LLC | 282,738 | $8,824,000 | 3.28% |
| EQUITABLE TRUST CO | 1,598,820 | $49,899,000 | 3.08% |
| Sugarloaf Wealth Management, LLC | 331,170 | $10,336,000 | 2.45% |
| THEORY FINANCIAL LLC | 115,891 | $3,617,000 | 2.36% |
| TrinityPoint Wealth, LLC | 392,503 | $12,250,000 | 2.18% |
| Allegheny Financial Group LTD | 165,755 | $5,173,000 | 2.06% |
| PECAUT & CO. | 129,364 | $4,037,000 | 2.05% |