LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 132 filers reported holding LISTED FD TR in Q4 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $258,172 | +0.4% | 7,900 | 0.0% | 0.02% | -7.4% |
Q1 2024 | $257,224 | +3.5% | 7,900 | 0.0% | 0.03% | -6.9% |
Q4 2023 | $248,613 | +3.4% | 7,900 | 0.0% | 0.03% | -9.4% |
Q3 2023 | $240,476 | -0.4% | 7,900 | 0.0% | 0.03% | +3.2% |
Q2 2023 | $241,503 | -0.9% | 7,900 | 0.0% | 0.03% | -11.4% |
Q1 2023 | $243,636 | -2.0% | 7,900 | 0.0% | 0.04% | -14.6% |
Q4 2022 | $248,692 | – | 7,900 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Atlas Wealth Partners, LLC | 98,445 | $2,922 | 16.81% |
One Charles Private Wealth Services, LLC | 403,660 | $12,287,397 | 7.18% |
INTREPID FAMILY OFFICE LLC | 85,000 | $2,587,400 | 4.15% |
TMD Wealth Management, LLC | 474,897 | $14,455,854 | 4.12% |
Lowe Wealth Advisors, LLC | 206,150 | $6,275,210 | 3.34% |
SHUFRO ROSE & CO LLC | 1,151,842 | $35,062,078 | 3.31% |
Engrave Wealth Partners LLC | 331,050 | $10,077,165 | 3.10% |
EQUITABLE TRUST CO | 1,107,334 | $33,707,247 | 2.79% |
MACROVIEW INVESTMENT MANAGEMENT LLC | 67,689 | $2,060,447 | 2.75% |
TWIN FOCUS CAPITAL PARTNERS, LLC | 266,181 | $8,102,550 | 1.82% |