LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 24 filers reported holding LISTED FD TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $258,845 | -2.1% | 14,289 | 0.0% | 0.04% | -2.2% |
Q2 2023 | $264,414 | -8.9% | 14,289 | -13.4% | 0.05% | -16.4% |
Q1 2023 | $290,388 | -58.1% | 16,504 | -59.1% | 0.06% | -63.8% |
Q4 2022 | $692,711 | -9.1% | 40,356 | -10.9% | 0.15% | -9.5% |
Q3 2022 | $762,000 | -15.2% | 45,291 | -14.2% | 0.17% | -10.6% |
Q2 2022 | $899,000 | -23.7% | 52,783 | -16.2% | 0.19% | +1.6% |
Q1 2022 | $1,178,000 | +76.9% | 62,973 | +84.5% | 0.18% | +85.0% |
Q4 2021 | $666,000 | +89.2% | 34,137 | +76.7% | 0.10% | +75.4% |
Q3 2021 | $352,000 | – | 19,315 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RETIREMENT GUYS FORMULA LLC | 395,939 | $7,172,427 | 4.99% |
Swan Global Investments, LLC | 3,304,274 | $59,840,402 | 1.92% |
KICKSTAND VENTURES, LLC. | 130,152 | $2,357,704 | 0.73% |
Clearview Wealth Advisors LLC | 21,530 | $390,007 | 0.48% |
Claybrook Capital, LLC | 20,000 | $362,300 | 0.21% |
Syntegra Private Wealth Group, LLC | 59,310 | $1,074,405 | 0.17% |
Beacon Pointe Advisors, LLC | 739,359 | $13,393,476 | 0.17% |
Advisor Resource Council | 16,936 | $306,796 | 0.16% |
Golden State Equity Partners | 20,880 | $378,241 | 0.10% |
CWM, LLC | 643,148 | $11,651 | 0.07% |