LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 142 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,283,701 | -6.3% | 534,943 | -5.9% | 0.06% | -6.0% |
| Q2 2023 | $17,386,787 | +81928.6% | 568,752 | -17.3% | 0.07% | -26.4% |
| Q1 2023 | $21,196 | -0.8% | 687,336 | +1.2% | 0.09% | -15.0% |
| Q4 2022 | $21,370 | -99.8% | 678,884 | +114.5% | 0.11% | +132.6% |
| Q3 2022 | $8,806,000 | +105.5% | 316,501 | +110.7% | 0.05% | +100.0% |
| Q2 2022 | $4,286,000 | +88.7% | 150,246 | +120.2% | 0.02% | +109.1% |
| Q1 2022 | $2,271,000 | +43.7% | 68,229 | +34.8% | 0.01% | +57.1% |
| Q4 2021 | $1,580,000 | – | 50,632 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 367,569 | $10,387,000 | 7.00% |
| TMD Wealth Management, LLC | 434,239 | $12,393,000 | 5.19% |
| EQUITABLE TRUST CO | 2,307,219 | $65,848,000 | 4.90% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,427,000 | 3.68% |
| Fiduciary Planning LLC | 255,580 | $7,294,000 | 3.61% |
| Engrave Wealth Partners LLC | 258,847 | $7,387,000 | 3.27% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 572,422 | $16,337,000 | 2.98% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 63,588 | $1,815,000 | 2.96% |
| TrinityPoint Wealth, LLC | 464,046 | $13,244,000 | 2.93% |
| Lowe Wealth Advisors, LLC | 177,134 | $5,055,000 | 2.76% |