LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 163 filers reported holding LISTED FD TR in Q1 2023. The put-call ratio across all filers is 0.11 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 | 77,492 | $2,512 | 15.53% |
| One Charles Private Wealth Services, LLC | 385,090 | $12,122,629 | 7.85% |
| TMD Wealth Management, LLC | 432,575 | $13,617,475 | 6.06% |
| EQUITABLE TRUST CO | 2,313,028 | $72,814,122 | 5.74% |
| INTREPID FAMILY OFFICE LLC | 60,000 | $1,888,800 | 4.74% |
| Fiduciary Planning LLC | 240,260 | $7,563 | 3.67% |
| Lowe Wealth Advisors, LLC | 193,869 | $6,102,984 | 3.37% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 61,080 | $1,922,813 | 3.30% |
| New England Private Wealth Advisors LLC | 445,837 | $14,034,912 | 2.98% |
| Engrave Wealth Partners LLC | 261,914 | $8,404,817 | 2.92% |