LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 142 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $889,305 | -15.2% | 29,215 | -14.8% | 0.03% | -60.5% |
| Q2 2023 | $1,048,551 | -2.8% | 34,300 | -2.0% | 0.08% | -7.3% |
| Q1 2023 | $1,079,092 | -3.5% | 34,990 | -1.5% | 0.08% | -10.9% |
| Q4 2022 | $1,118,012 | +12.0% | 35,515 | -0.9% | 0.09% | -2.1% |
| Q3 2022 | $998,000 | -2.0% | 35,855 | +0.6% | 0.09% | 0.0% |
| Q2 2022 | $1,018,000 | +75.8% | 35,655 | +105.1% | 0.09% | +108.9% |
| Q1 2022 | $579,000 | – | 17,380 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Wealth Partners, LLC | 98,445 | $2,922 | 16.81% |
| One Charles Private Wealth Services, LLC | 403,660 | $12,287,397 | 7.18% |
| INTREPID FAMILY OFFICE LLC | 85,000 | $2,587,400 | 4.15% |
| TMD Wealth Management, LLC | 474,897 | $14,455,854 | 4.12% |
| Lowe Wealth Advisors, LLC | 206,150 | $6,275,210 | 3.34% |
| SHUFRO ROSE & CO LLC | 1,151,842 | $35,062,078 | 3.31% |
| Engrave Wealth Partners LLC | 331,050 | $10,077,165 | 3.10% |
| EQUITABLE TRUST CO | 1,107,334 | $33,707,247 | 2.79% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 67,689 | $2,060,447 | 2.75% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 266,181 | $8,102,550 | 1.82% |