LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,847,902 | +18.0% | 60,706 | +22.8% | 0.67% | +19.0% |
Q1 2023 | $1,566,198 | +25.5% | 49,422 | +24.6% | 0.56% | +20.0% |
Q4 2022 | $1,248,444 | +30.6% | 39,658 | +22.7% | 0.47% | +23.7% |
Q3 2022 | $956,000 | +45.1% | 32,332 | +37.2% | 0.38% | +49.0% |
Q2 2022 | $659,000 | +28.2% | 23,558 | +54.8% | 0.26% | +45.7% |
Q1 2022 | $514,000 | – | 15,216 | – | 0.18% | – |
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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% |