LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 125 filers reported holding LISTED FD TR in Q4 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,308,000 | -5.0% | 118,854 | -2.6% | 0.60% | +11.4% |
| Q2 2022 | $3,481,000 | -5.4% | 121,979 | +10.4% | 0.54% | +16.2% |
| Q1 2022 | $3,681,000 | +19.2% | 110,515 | +11.7% | 0.46% | +22.9% |
| Q4 2021 | $3,087,000 | +24.9% | 98,905 | +16.9% | 0.38% | +44.6% |
| Q3 2021 | $2,471,000 | +14.7% | 84,626 | +18.1% | 0.26% | +7.4% |
| Q2 2021 | $2,154,000 | +22.7% | 71,681 | +10.7% | 0.24% | +2.1% |
| Q1 2021 | $1,755,000 | – | 64,733 | – | 0.24% | – |
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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% |