LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 147 filers reported holding LISTED FD TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,774 | -7.7% | 17,601 | -7.3% | 0.48% | -10.8% |
| Q2 2023 | $580,555 | -6.6% | 18,991 | -5.8% | 0.54% | -10.8% |
| Q1 2023 | $621,457 | -3.7% | 20,151 | -1.7% | 0.60% | -6.7% |
| Q4 2022 | $645,120 | +15.6% | 20,493 | +2.2% | 0.64% | -1.1% |
| Q3 2022 | $558,000 | +7.7% | 20,043 | +10.4% | 0.65% | +9.9% |
| Q2 2022 | $518,000 | -4.1% | 18,160 | +12.1% | 0.59% | +12.3% |
| Q1 2022 | $540,000 | +17.1% | 16,205 | +9.7% | 0.53% | +11.2% |
| Q4 2021 | $461,000 | – | 14,770 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Wealth Partners, LLC | 77,492 | $2,512 | 15.53% |
| One Charles Private Wealth Services, LLC | 385,090 | $12,122,629 | 7.85% |
| TMD Wealth Management, LLC | 432,575 | $13,617,475 | 6.06% |
| EQUITABLE TRUST CO | 2,313,028 | $72,814,122 | 5.74% |
| INTREPID FAMILY OFFICE LLC | 60,000 | $1,888,800 | 4.74% |
| Fiduciary Planning LLC | 240,260 | $7,563 | 3.67% |
| Lowe Wealth Advisors, LLC | 193,869 | $6,102,984 | 3.37% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 61,080 | $1,922,813 | 3.30% |
| New England Private Wealth Advisors LLC | 445,837 | $14,034,912 | 2.98% |
| Engrave Wealth Partners LLC | 261,914 | $8,404,817 | 2.92% |