LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 144 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $69,718 | -19.5% | 2,281 | -18.8% | 0.02% | +40.0% |
Q1 2023 | $86,643 | -73.3% | 2,809 | -72.1% | 0.02% | -34.8% |
Q4 2022 | $324,265 | -1.7% | 10,080 | -2.5% | 0.02% | -4.2% |
Q3 2022 | $330,000 | -97.0% | 10,343 | -97.0% | 0.02% | -96.8% |
Q1 2022 | $10,932,000 | – | 344,118 | – | 0.76% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
One Charles Private Wealth Services, LLC | 367,569 | $10,387,000 | 7.00% |
TMD Wealth Management, LLC | 434,239 | $12,393,000 | 5.19% |
EQUITABLE TRUST CO | 2,307,219 | $65,848,000 | 4.90% |
INTREPID FAMILY OFFICE LLC | 50,000 | $1,427,000 | 3.68% |
Fiduciary Planning LLC | 255,580 | $7,294,000 | 3.61% |
Engrave Wealth Partners LLC | 258,847 | $7,387,000 | 3.27% |
GUARDIAN WEALTH ADVISORS, LLC / NC | 572,422 | $16,337,000 | 2.98% |
MACROVIEW INVESTMENT MANAGEMENT LLC | 63,588 | $1,815,000 | 2.96% |
TrinityPoint Wealth, LLC | 464,046 | $13,244,000 | 2.93% |
Lowe Wealth Advisors, LLC | 177,134 | $5,055,000 | 2.76% |