Atria Wealth Solutions, Inc. - LISTED FD TR ownership

LISTED FD TR's ticker is JULZ and the CUSIP is 53656F664. A total of 11 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of LISTED FD TR
ValueSharesWeighting
Q1 2023$210,851
+2.4%
6,322
-4.3%
0.00%
-25.0%
Q2 2022$206,000
-45.1%
6,607
-40.5%
0.00%
-33.3%
Q1 2022$375,00011,1070.01%
Other shareholders
LISTED FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 67,034$2,357,0001.29%
Weaver Consulting Group 64,059$2,252,0001.08%
Castleview Partners, LLC 761,590$21,662,0000.17%
Strategic Blueprint, LLC 17,945$631,0000.08%
BALLAST ADVISORS LLC 4,432$156,0000.06%
COMMONWEALTH EQUITY SERVICES, LLC 49,351$1,735,0000.00%
NEXT Financial Group, Inc 1,366$48,0000.00%
UBS Group AG 1,047$37,0000.00%
HARBOUR INVESTMENTS, INC. 100$4,0000.00%
WOLVERINE TRADING, LLC 8,644$304,0000.00%
View complete list of LISTED FD TR shareholders