TILIA FIDUCIARY PARTNERS, INC. - LISTED FD TR ownership

LISTED FD TR's ticker is BETZ and the CUSIP is 53656F789. A total of 90 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is 7.00 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 Q1 2022
NameSharesValueWeighting ↓
Capital Advisors, Ltd. LLC 392,000$9,733,0001.57%
Telemetry Investments, L.L.C. 17,000$422,0000.54%
Destiny Wealth Partners, LLC 55,780$1,385,0000.27%
Joseph P. Lucia & Associates, LLC 13,117$326,0000.21%
Castle Rock Wealth Management, LLC 16,550$352,0000.14%
Teamwork Financial Advisors, LLC 25,161$625,0000.12%
HYA Advisors, Inc 11,500$286,0000.10%
NTV ASSET MANAGEMENT LLC 17,050$423,0000.07%
VALLEY NATIONAL ADVISERS INC 12,351$307,0000.06%
Future Financial Wealth Managment LLC 2,720$68,0000.05%
View complete list of LISTED FD TR shareholders