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 | $38,488 | -87.3% | 1,308 | -86.8% | 0.00% | -86.7% |
Q2 2023 | $302,853 | +0.9% | 9,907 | +0.4% | 0.02% | -6.2% |
Q1 2023 | $300,132 | +6.4% | 9,870 | +10.1% | 0.02% | -15.8% |
Q4 2022 | $282,192 | +112.2% | 8,964 | +105.7% | 0.02% | +90.0% |
Q3 2022 | $133,000 | +280.0% | 4,358 | +260.5% | 0.01% | +233.3% |
Q2 2022 | $35,000 | -5.4% | 1,209 | +1.6% | 0.00% | 0.0% |
Q1 2022 | $37,000 | – | 1,190 | – | 0.00% | – |
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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% |