ICA Group Wealth Management, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 28 filers reported holding LISTED FD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q2 2023$17,080
-9.1%
923
-13.6%
0.00%0.0%
Q1 2023$18,791
-0.0%
1,0680.0%0.00%0.0%
Q4 2022$18,7971,0680.00%
Other shareholders
LISTED FD TR shareholders Q4 2022
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 580,431$9,891,00010.16%
TCWP LLC 205,299$3,498,0000.74%
Claybrook Capital, LLC 66,000$1,125,0000.66%
Clearview Wealth Advisors LLC 34,323$585,0000.44%
Beacon Pointe Advisors, LLC 1,096,239$18,680,0000.39%
Clear Creek Financial Management, LLC 52,783$899,0000.19%
CreativeOne Wealth, LLC 166,580$2,839,0000.15%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 11,483$196,0000.10%
CREATIVE FINANCIAL DESIGNS INC /ADV 33,029$563,0000.09%
CGN Advisors LLC 11,117$189,0000.05%
View complete list of LISTED FD TR shareholders