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 419,774$8,190,0006.50%
Grant/GrossMendelsohn, LLC 202,638$3,894,0003.09%
Claybrook Capital, LLC 90,000$1,756,0000.82%
Beacon Pointe Advisors, LLC 1,341,177$26,166,0000.68%
Epic Trust Investment Advisors, LLC 11,490$224,0000.32%
J.W. COLE ADVISORS, INC. 128,755$2,512,0000.16%
CreativeOne Wealth, LLC 154,972$3,024,0000.15%
Clear Creek Financial Management, LLC 34,137$666,0000.10%
CREATIVE FINANCIAL DESIGNS INC /ADV 26,465$516,0000.08%
OSAIC HOLDINGS, INC. 1,043,798$20,365,0000.04%
View complete list of LISTED FD TR shareholders