LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 142 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $635,587 | -19.7% | 20,880 | -19.4% | 0.01% | -18.8% |
Q2 2023 | $791,641 | -5.4% | 25,896 | -4.5% | 0.02% | -11.1% |
Q1 2023 | $836,412 | -64.8% | 27,121 | -64.0% | 0.02% | -66.7% |
Q4 2022 | $2,373,686 | +3.3% | 75,403 | -8.6% | 0.05% | 0.0% |
Q3 2022 | $2,297,000 | -40.0% | 82,531 | -38.5% | 0.05% | -34.1% |
Q2 2022 | $3,831,000 | +98.7% | 134,234 | +132.0% | 0.08% | +134.3% |
Q1 2022 | $1,928,000 | +55.4% | 57,869 | +45.5% | 0.04% | +59.1% |
Q4 2021 | $1,241,000 | +155.9% | 39,766 | +139.6% | 0.02% | +144.4% |
Q3 2021 | $485,000 | – | 16,600 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Atlas Wealth Partners, LLC | 98,445 | $2,922 | 16.81% |
One Charles Private Wealth Services, LLC | 403,660 | $12,287,397 | 7.18% |
INTREPID FAMILY OFFICE LLC | 85,000 | $2,587,400 | 4.15% |
TMD Wealth Management, LLC | 474,897 | $14,455,854 | 4.12% |
Lowe Wealth Advisors, LLC | 206,150 | $6,275,210 | 3.34% |
SHUFRO ROSE & CO LLC | 1,151,842 | $35,062,078 | 3.31% |
Engrave Wealth Partners LLC | 331,050 | $10,077,165 | 3.10% |
EQUITABLE TRUST CO | 1,107,334 | $33,707,247 | 2.79% |
MACROVIEW INVESTMENT MANAGEMENT LLC | 67,689 | $2,060,447 | 2.75% |
TWIN FOCUS CAPITAL PARTNERS, LLC | 266,181 | $8,102,550 | 1.82% |