LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 142 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 377,376 | $10,502,000 | 6.96% |
| TMD Wealth Management, LLC | 433,732 | $12,071,000 | 5.43% |
| EQUITABLE TRUST CO | 2,156,445 | $60,014,000 | 5.00% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,392,000 | 4.21% |
| Fiduciary Planning LLC | 260,526 | $7,250,000 | 3.72% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 66,386 | $1,848,000 | 3.37% |
| Engrave Wealth Partners LLC | 258,743 | $7,201,000 | 3.37% |
| Lowe Wealth Advisors, LLC | 187,069 | $5,206,000 | 3.06% |
| New England Private Wealth Advisors LLC | 461,043 | $12,833,000 | 3.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 575,943 | $16,028,000 | 2.99% |