TILIA FIDUCIARY PARTNERS, INC. - LISTED FD TR ownership

LISTED FD TR's ticker is BETZ and the CUSIP is 53656F789. A total of 100 filers reported holding LISTED FD TR in Q4 2021. The put-call ratio across all filers is 5.34 and the average weighting 0.0%.

Quarter-by-quarter ownership
TILIA FIDUCIARY PARTNERS, INC. ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2023$6,781
+7.8%
3870.0%0.01%0.0%
Q1 2023$6,292
+13.5%
3870.0%0.01%
+20.0%
Q4 2022$5,544
-57.4%
387
-59.4%
0.01%
-61.5%
Q3 2022$13,000
-27.8%
954
-24.9%
0.01%
-23.5%
Q2 2022$18,000
-28.0%
1,2710.0%0.02%
-19.0%
Q1 2022$25,000
-26.5%
1,271
-7.2%
0.02%
-22.2%
Q4 2021$34,0001,3690.03%
Other shareholders
LISTED FD TR shareholders Q4 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