LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 169 filers reported holding LISTED FD TR in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,987,385 | +0.3% | 65,289 | +0.8% | 0.08% | +4.1% |
| Q2 2023 | $1,980,650 | -0.4% | 64,791 | +0.4% | 0.07% | -5.2% |
| Q1 2023 | $1,989,371 | +101866.7% | 64,506 | +4.1% | 0.08% | -30.0% |
| Q4 2022 | $1,951 | -99.9% | 61,976 | +4.6% | 0.11% | +10.0% |
| Q3 2022 | $1,649,000 | -7.6% | 59,260 | -5.2% | 0.10% | +35.1% |
| Q2 2022 | $1,785,000 | +1351.2% | 62,542 | +1589.4% | 0.07% | +2366.7% |
| Q1 2022 | $123,000 | – | 3,702 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Wealth Partners, LLC | 98,445 | $2,922 | 16.81% |
| One Charles Private Wealth Services, LLC | 403,660 | $12,287,397 | 7.18% |
| INTREPID FAMILY OFFICE LLC | 85,000 | $2,587,400 | 4.15% |
| TMD Wealth Management, LLC | 474,897 | $14,455,854 | 4.12% |
| Lowe Wealth Advisors, LLC | 206,150 | $6,275,210 | 3.34% |
| SHUFRO ROSE & CO LLC | 1,151,842 | $35,062,078 | 3.31% |
| Engrave Wealth Partners LLC | 331,050 | $10,077,165 | 3.10% |
| EQUITABLE TRUST CO | 1,107,334 | $33,707,247 | 2.79% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 67,689 | $2,060,447 | 2.75% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 266,181 | $8,102,550 | 1.82% |