LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 144 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,842 | -5.1% | 8,142 | -4.7% | 0.02% | +8.7% |
| Q2 2023 | $261,129 | -0.9% | 8,542 | 0.0% | 0.02% | -11.5% |
| Q1 2023 | $263,435 | -6.7% | 8,542 | -4.7% | 0.03% | -10.3% |
| Q4 2022 | $282,281 | +12.9% | 8,967 | 0.0% | 0.03% | -6.5% |
| Q3 2022 | $250,000 | +2.0% | 8,967 | +4.7% | 0.03% | -78.0% |
| Q2 2022 | $245,000 | -8.2% | 8,567 | 0.0% | 0.14% | +0.7% |
| Q1 2022 | $267,000 | 0.0% | 8,567 | 0.0% | 0.14% | +1.4% |
| Q4 2021 | $267,000 | – | 8,567 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Wealth Partners, LLC | 77,492 | $2,512 | 15.53% |
| One Charles Private Wealth Services, LLC | 385,090 | $12,122,629 | 7.85% |
| TMD Wealth Management, LLC | 432,575 | $13,617,475 | 6.06% |
| EQUITABLE TRUST CO | 2,313,028 | $72,814,122 | 5.74% |
| INTREPID FAMILY OFFICE LLC | 60,000 | $1,888,800 | 4.74% |
| Fiduciary Planning LLC | 240,260 | $7,563 | 3.67% |
| Lowe Wealth Advisors, LLC | 193,869 | $6,102,984 | 3.37% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 61,080 | $1,922,813 | 3.30% |
| New England Private Wealth Advisors LLC | 445,837 | $14,034,912 | 2.98% |
| Engrave Wealth Partners LLC | 261,914 | $8,404,817 | 2.92% |