LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,233,204 | +13.4% | 166,239 | +0.3% | 0.66% | +2.7% |
| Q3 2022 | $4,613,000 | -3.1% | 165,756 | -0.6% | 0.64% | -40.5% |
| Q2 2022 | $4,761,000 | -16.4% | 166,830 | -2.4% | 1.08% | +58.9% |
| Q1 2022 | $5,693,000 | +5.7% | 170,915 | -1.0% | 0.68% | +4.3% |
| Q4 2021 | $5,386,000 | +8.7% | 172,566 | +1.7% | 0.65% | -1.8% |
| Q3 2021 | $4,954,000 | +11.4% | 169,653 | +14.6% | 0.66% | -32.5% |
| Q2 2021 | $4,449,000 | – | 148,044 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 377,376 | $10,502,000 | 6.96% |
| TMD Wealth Management, LLC | 433,732 | $12,071,000 | 5.43% |
| EQUITABLE TRUST CO | 2,156,445 | $60,014,000 | 5.00% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,392,000 | 4.21% |
| Fiduciary Planning LLC | 260,526 | $7,250,000 | 3.72% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 66,386 | $1,848,000 | 3.37% |
| Engrave Wealth Partners LLC | 258,743 | $7,201,000 | 3.37% |
| Lowe Wealth Advisors, LLC | 187,069 | $5,206,000 | 3.06% |
| New England Private Wealth Advisors LLC | 461,043 | $12,833,000 | 3.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 575,943 | $16,028,000 | 2.99% |