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 | $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% | – |
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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% |