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 | $614,619 | -1.2% | 20,191 | -0.8% | 0.00% | +100.0% |
Q2 2023 | $622,013 | -5.8% | 20,347 | -5.0% | 0.00% | -92.3% |
Q1 2023 | $660,356 | +65.2% | 21,412 | +0.0% | 0.01% | +160.0% |
Q4 2022 | $399,695 | -32.9% | 21,409 | +0.0% | 0.01% | -37.5% |
Q3 2022 | $596,000 | -2.3% | 21,402 | +0.0% | 0.01% | +14.3% |
Q2 2022 | $610,000 | +44.5% | 21,394 | +68.8% | 0.01% | +75.0% |
Q1 2022 | $422,000 | +27.1% | 12,671 | +19.1% | 0.00% | +33.3% |
Q4 2021 | $332,000 | – | 10,637 | – | 0.00% | – |
Download |
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% |