LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 169 filers reported holding LISTED FD TR in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,425,912 | +11.2% | 243,952 | +11.7% | 0.48% | +25.5% |
| Q2 2023 | $6,678,757 | -20.7% | 218,474 | -20.0% | 0.38% | -26.0% |
| Q1 2023 | $8,419,135 | +4.7% | 272,994 | +6.8% | 0.52% | -7.7% |
| Q4 2022 | $8,044,840 | +22.1% | 255,554 | +7.9% | 0.56% | +3.7% |
| Q3 2022 | $6,590,000 | – | 236,800 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 317,283 | $9,265,000 | 5.34% |
| Fiduciary Planning LLC | 209,352 | $6,113,000 | 3.25% |
| TMD Wealth Management, LLC | 261,302 | $7,630,000 | 3.19% |
| All Season Financial Advisors, Inc. | 121,785 | $3,556,000 | 2.86% |
| Sugarloaf Wealth Management, LLC | 308,877 | $9,019,000 | 2.37% |
| EQUITABLE TRUST CO | 1,225,222 | $35,776,000 | 2.28% |
| PECAUT & CO. | 128,879 | $3,763,000 | 2.24% |
| TrinityPoint Wealth, LLC | 354,426 | $10,349,000 | 1.98% |
| SHUFRO ROSE & CO LLC | 566,662 | $16,547,000 | 1.30% |
| Pinnacle Wealth Management Group, Inc. | 43,217 | $1,262,000 | 0.95% |