LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 163 filers reported holding LISTED FD TR in Q1 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,136 | -0.3% | 8,513 | +0.2% | 0.16% | -16.8% |
| Q2 2023 | $259,845 | -31.8% | 8,500 | -31.2% | 0.19% | -41.7% |
| Q1 2023 | $381,182 | -2.0% | 12,360 | 0.0% | 0.33% | +56.7% |
| Q4 2022 | $389,093 | +6.9% | 12,360 | -5.5% | 0.21% | -15.1% |
| Q3 2022 | $364,000 | -14.8% | 13,075 | -43.3% | 0.24% | -22.2% |
| Q2 2022 | $427,000 | -55.4% | 23,075 | -36.2% | 0.32% | -43.3% |
| Q1 2022 | $958,000 | +134.8% | 36,150 | +176.5% | 0.56% | +227.1% |
| Q4 2021 | $408,000 | – | 13,075 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 317,283 | $9,265,000 | 5.34% |
| Fiduciary Planning LLC | 209,352 | $6,113,000 | 3.25% |
| TMD Wealth Management, LLC | 261,302 | $7,630,000 | 3.19% |
| All Season Financial Advisors, Inc. | 121,785 | $3,556,000 | 2.86% |
| Sugarloaf Wealth Management, LLC | 308,877 | $9,019,000 | 2.37% |
| EQUITABLE TRUST CO | 1,225,222 | $35,776,000 | 2.28% |
| PECAUT & CO. | 128,879 | $3,763,000 | 2.24% |
| TrinityPoint Wealth, LLC | 354,426 | $10,349,000 | 1.98% |
| SHUFRO ROSE & CO LLC | 566,662 | $16,547,000 | 1.30% |
| Pinnacle Wealth Management Group, Inc. | 43,217 | $1,262,000 | 0.95% |