BEAM WEALTH ADVISORS, INC. - LISTED FD TR ownership

LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 125 filers reported holding LISTED FD TR in Q4 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2021$1,044,000
+13.8%
35,768
+17.2%
0.90%
+13.3%
Q2 2021$917,000
+332.5%
30,513
+289.3%
0.79%
+318.5%
Q1 2021$212,0007,8380.19%
Other shareholders
LISTED FD TR shareholders Q4 2021
NameSharesValueWeighting ↓
One Charles Private Wealth Services, LLC 367,569$10,387,0007.00%
TMD Wealth Management, LLC 434,239$12,393,0005.19%
EQUITABLE TRUST CO 2,307,219$65,848,0004.90%
INTREPID FAMILY OFFICE LLC 50,000$1,427,0003.68%
Fiduciary Planning LLC 255,580$7,294,0003.61%
Engrave Wealth Partners LLC 258,847$7,387,0003.27%
GUARDIAN WEALTH ADVISORS, LLC / NC 572,422$16,337,0002.98%
MACROVIEW INVESTMENT MANAGEMENT LLC 63,588$1,815,0002.96%
TrinityPoint Wealth, LLC 464,046$13,244,0002.93%
Lowe Wealth Advisors, LLC 177,134$5,055,0002.76%
View complete list of LISTED FD TR shareholders