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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,455 | -7.5% | 9,509 | -7.1% | 0.00% | – |
| Q2 2023 | $312,822 | +0.7% | 10,233 | +1.5% | 0.00% | – |
| Q1 2023 | $310,776 | +13.9% | 10,077 | +16.3% | 0.00% | – |
| Q4 2022 | $272,868 | +34.4% | 8,668 | +19.3% | 0.00% | – |
| Q3 2022 | $203,000 | +3.0% | 7,263 | +5.2% | 0.00% | – |
| Q2 2022 | $197,000 | +2.6% | 6,903 | +19.9% | 0.00% | – |
| Q1 2022 | $192,000 | +61.3% | 5,758 | +50.5% | 0.00% | – |
| Q4 2021 | $119,000 | +21.4% | 3,827 | +13.4% | 0.00% | – |
| Q3 2021 | $98,000 | -17.6% | 3,376 | -14.6% | 0.00% | – |
| Q2 2021 | $119,000 | – | 3,951 | – | 0.00% | – |
Download | ||||||
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% |