West Branch Capital LLC - LISTED FD TR ownership

LISTED FD TR's ticker is NERD and the CUSIP is 53656F706. A total of 21 filers reported holding LISTED FD TR in Q1 2023. The put-call ratio across all filers is 10.31 and the average weighting 0.0%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2024$611
+1.8%
390.0%0.00%
Q1 2024$600
+0.2%
39
+2.6%
0.00%
Q4 2023$599
+12.6%
380.0%0.00%
Q3 2023$532
-11.2%
380.0%0.00%
Q2 2023$599
+3.8%
380.0%0.00%
Q1 2023$577
+7.9%
380.0%0.00%
Q4 2022$535
-46.5%
380.0%0.00%
-100.0%
Q3 2022$1,0000.0%380.0%0.00%0.0%
Q2 2022$1,0000.0%380.0%0.00%
Q1 2022$1,0000.0%380.0%0.00%
Q4 2021$1,0000.0%380.0%0.00%
Q3 2021$1,0000.0%380.0%0.00%
Q2 2021$1,000380.00%
Other shareholders
LISTED FD TR shareholders Q1 2023
NameSharesValueWeighting ↓
TCG Advisory Services, LLC 44,286$957,0000.22%
Ellis Investment Partners, LLC 14,696$317,0000.08%
Belpointe Asset Management LLC 10,875$235,0000.01%
HighMark Wealth Management LLC 281$6,0000.00%
HighTower Advisors, LLC 81,702$1,765,0000.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 425$9,0000.00%
NVWM, LLC 491$11,0000.00%
Hudock, Inc. 100$2,0000.00%
O'Dell Group, LLC 150$3,0000.00%
SRS Capital Advisors, Inc. 505$11,0000.00%
View complete list of LISTED FD TR shareholders