LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 94 filers reported holding LISTED FD TR in Q3 2021. The put-call ratio across all filers is 0.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,963 | -7.0% | 294,432 | -6.6% | 0.02% | -5.0% |
Q2 2023 | $9,634 | -16.1% | 315,152 | -15.3% | 0.02% | -16.7% |
Q1 2023 | $11,478 | -7.1% | 372,207 | -5.2% | 0.02% | -20.0% |
Q4 2022 | $12,360 | -99.9% | 392,637 | -23.9% | 0.03% | -18.9% |
Q3 2022 | $14,367,000 | +16.1% | 516,261 | +19.0% | 0.04% | +15.6% |
Q2 2022 | $12,378,000 | +31.0% | 433,734 | +52.9% | 0.03% | +45.5% |
Q1 2022 | $9,449,000 | +271.6% | 283,691 | +248.1% | 0.02% | +266.7% |
Q4 2021 | $2,543,000 | +26.9% | 81,489 | +18.7% | 0.01% | +20.0% |
Q3 2021 | $2,004,000 | +35.5% | 68,639 | +39.4% | 0.01% | +25.0% |
Q2 2021 | $1,479,000 | – | 49,225 | – | 0.00% | – |
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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% |