Great Diamond Partners, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.5%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q1 2023$327,212
+27.2%
10,610
+29.8%
0.10%
+20.3%
Q4 2022$257,2238,1710.08%
Other shareholders
LISTED FD TR shareholders Q2 2023
NameSharesValueWeighting ↓
One Charles Private Wealth Services, LLC 377,376$10,502,0006.96%
TMD Wealth Management, LLC 433,732$12,071,0005.43%
EQUITABLE TRUST CO 2,156,445$60,014,0005.00%
INTREPID FAMILY OFFICE LLC 50,000$1,392,0004.21%
Fiduciary Planning LLC 260,526$7,250,0003.72%
MACROVIEW INVESTMENT MANAGEMENT LLC 66,386$1,848,0003.37%
Engrave Wealth Partners LLC 258,743$7,201,0003.37%
Lowe Wealth Advisors, LLC 187,069$5,206,0003.06%
New England Private Wealth Advisors LLC 461,043$12,833,0003.01%
GUARDIAN WEALTH ADVISORS, LLC / NC 575,943$16,028,0002.99%
View complete list of LISTED FD TR shareholders