Clear Creek Financial Management, LLC - LISTED FD TR ownership

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
Clear Creek Financial Management, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$258,845
-2.1%
14,2890.0%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$352,00019,3150.06%
Other shareholders
LISTED FD TR shareholders Q4 2021
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 395,939$7,172,4274.99%
Swan Global Investments, LLC 3,304,274$59,840,4021.92%
KICKSTAND VENTURES, LLC. 130,152$2,357,7040.73%
Clearview Wealth Advisors LLC 21,530$390,0070.48%
Claybrook Capital, LLC 20,000$362,3000.21%
Syntegra Private Wealth Group, LLC 59,310$1,074,4050.17%
Beacon Pointe Advisors, LLC 739,359$13,393,4760.17%
Advisor Resource Council 16,936$306,7960.16%
Golden State Equity Partners 20,880$378,2410.10%
CWM, LLC 643,148$11,6510.07%
View complete list of LISTED FD TR shareholders