TCWP LLC - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 33 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TCWP LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2023$7,892,440
+311.9%
426,510
+291.7%
1.68%
+364.2%
Q1 2023$1,916,043
-80.2%
108,897
-80.6%
0.36%
-81.5%
Q4 2022$9,655,910
+176.0%
562,511
+174.0%
1.96%
+163.1%
Q2 2022$3,498,000205,2990.74%
Other shareholders
LISTED FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 395,939$7,172,4274.99%
Swan Global Investments, LLC 3,304,274$59,840,4021.92%
KICKSTAND VENTURES, LLC. 130,152$2,357,7040.73%
Clearview Wealth Advisors LLC 21,530$390,0070.48%
Claybrook Capital, LLC 20,000$362,3000.21%
Syntegra Private Wealth Group, LLC 59,310$1,074,4050.17%
Beacon Pointe Advisors, LLC 739,359$13,393,4760.17%
Advisor Resource Council 16,936$306,7960.16%
Golden State Equity Partners 20,880$378,2410.10%
CWM, LLC 643,148$11,6510.07%
View complete list of LISTED FD TR shareholders