LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 149 filers reported holding LISTED FD TR in Q3 2022. The put-call ratio across all filers is 0.72 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $34,349,382 | +68.1% | 473,438 | -27.1% | 1.92% | +109.9% |
| Q4 2022 | $20,439,227 | +24.7% | 649,277 | +10.2% | 0.91% | -5.7% |
| Q3 2022 | $16,397,000 | +7.1% | 589,195 | +11.0% | 0.97% | -28.8% |
| Q2 2022 | $15,307,000 | -2.0% | 530,768 | +13.2% | 1.36% | +54.4% |
| Q1 2022 | $15,625,000 | +140.2% | 469,066 | +125.0% | 0.88% | +60.2% |
| Q4 2021 | $6,506,000 | – | 208,471 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Charles Private Wealth Services, LLC | 377,376 | $10,502,000 | 6.96% |
| TMD Wealth Management, LLC | 433,732 | $12,071,000 | 5.43% |
| EQUITABLE TRUST CO | 2,156,445 | $60,014,000 | 5.00% |
| INTREPID FAMILY OFFICE LLC | 50,000 | $1,392,000 | 4.21% |
| Fiduciary Planning LLC | 260,526 | $7,250,000 | 3.72% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 66,386 | $1,848,000 | 3.37% |
| Engrave Wealth Partners LLC | 258,743 | $7,201,000 | 3.37% |
| Lowe Wealth Advisors, LLC | 187,069 | $5,206,000 | 3.06% |
| New England Private Wealth Advisors LLC | 461,043 | $12,833,000 | 3.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 575,943 | $16,028,000 | 2.99% |