HighMark Wealth Management LLC - LISTED FD TR ownership

LISTED FD TR's ticker is BETZ and the CUSIP is 53656F789. A total of 67 filers reported holding LISTED FD TR in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.0%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2023$5,107
+7.8%
2920.0%0.00%0.0%
Q1 2023$4,739
+13.5%
2920.0%0.00%
+33.3%
Q4 2022$4,176
+4.4%
292
+0.7%
0.00%0.0%
Q3 2022$4,0000.0%2900.0%0.00%0.0%
Q2 2022$4,000
+33.3%
290
+71.6%
0.00%
+50.0%
Q1 2022$3,000
-25.0%
1690.0%0.00%
-33.3%
Q4 2021$4,000
-20.0%
1690.0%0.00%
-25.0%
Q3 2021$5,0000.0%1690.0%0.00%0.0%
Q2 2021$5,0000.0%1690.0%0.00%0.0%
Q1 2021$5,000
-50.0%
169
-73.6%
0.00%
-63.6%
Q2 2020$10,0006400.01%
Other shareholders
LISTED FD TR shareholders Q3 2022
NameSharesValueWeighting ↓
Teamwork Financial Advisors, LLC 77,393$2,328,0000.46%
Telemetry Investments, L.L.C. 10,000$301,0000.41%
Destiny Wealth Partners, LLC 46,488$1,398,0000.28%
Columbus Macro, LLC 26,449$796,0000.26%
Joseph P. Lucia & Associates, LLC 14,315$431,0000.26%
J.W. COLE ADVISORS, INC. 181,245$3,340,0000.24%
Pekin Hardy Strauss, Inc. 48,950$1,472,0000.21%
Castle Rock Wealth Management, LLC 17,875$524,0000.18%
Ahrens Investment Partners LLC 12,310$370,0000.18%
VALLEY NATIONAL ADVISERS INC 31,273$941,0000.17%
View complete list of LISTED FD TR shareholders