Castleview Partners, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is JULZ and the CUSIP is 53656F664. A total of 13 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$138,504
-48.8%
4,000
-47.6%
0.13%
-47.5%
Q2 2023$270,431
+6.3%
7,6290.0%0.24%
+8.4%
Q1 2023$254,438
-17.0%
7,629
-20.8%
0.22%
-24.7%
Q4 2022$306,683
+5.4%
9,6290.0%0.30%
+7.6%
Q3 2022$291,000
-99.8%
9,629
+39.8%
0.28%
+93.1%
Q2 2022$180,545,000
+25221.9%
6,886
-67.4%
0.14%
-67.6%
Q1 2022$713,000
-96.7%
21,108
-97.2%
0.44%
+156.6%
Q4 2021$21,662,000
+3933.9%
761,590
+4535.4%
0.17%
-26.4%
Q2 2021$537,00016,4300.24%
Other shareholders
LISTED FD TR shareholders Q1 2022
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 62,986$2,100,6711.20%
Weaver Consulting Group 15,972$532,6890.24%
Castleview Partners, LLC 7,629$254,4380.22%
INSIGHT 2811, INC. 9,657$322,0740.20%
BALLAST ADVISORS LLC 4,432$147,8130.06%
Capital Investment Advisory Services, LLC 7,265$242,3010.03%
Kestra Advisory Services, LLC 31,030$1,034,8980.01%
OLD MISSION CAPITAL LLC 6,684$222,9200.00%
Atria Wealth Solutions, Inc. 6,322$210,8510.00%
HARBOUR INVESTMENTS, INC. 1,014$33,8180.00%
View complete list of LISTED FD TR shareholders