Spire Wealth Management - LISTED FD TR ownership

LISTED FD TR's ticker is BETZ and the CUSIP is 53656F789. A total of 93 filers reported holding LISTED FD TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.0%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$34,588
+997.3%
2,179
+1110.6%
0.00%
Q2 2023$3,152
-69.0%
180
-71.2%
0.00%
Q1 2023$10,165
+112844.4%
6260.0%0.00%
-100.0%
Q4 2022$9
-99.9%
626
-33.5%
0.00%0.0%
Q3 2022$12,000
-14.3%
9420.0%0.00%0.0%
Q2 2022$14,000
-26.3%
9420.0%0.00%0.0%
Q1 2022$19,000
-75.3%
942
-69.6%
0.00%
-50.0%
Q4 2021$77,000
+175.0%
3,102
+229.3%
0.00%
+100.0%
Q3 2021$28,000
-33.3%
942
-31.3%
0.00%0.0%
Q2 2021$42,000
-19.2%
1,372
-18.3%
0.00%0.0%
Q1 2021$52,0001,6800.00%
Other shareholders
LISTED FD TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sunbelt Securities, Inc. 10,576$167,7880.02%
Strategic Investment Solutions, Inc. /IL 101,911$1,784,5750.02%
OLD MISSION CAPITAL LLC 48,608$771,1660.02%
VALLEY NATIONAL ADVISERS INC 5,055$800.01%
Fortis Advisors, LLC 1,000$15,8650.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,850$29,3500.01%
Cape Investment Advisory, Inc. 602$9,5490.01%
Stephens Consulting, LLC 563$8,9370.00%
Janney Montgomery Scott LLC 46,513$7380.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 48,832$774,7170.00%
View complete list of LISTED FD TR shareholders