LISTED FD TR's ticker is HLAL and the CUSIP is 53656F607. A total of 17 filers reported holding LISTED FD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,387 | +39.5% | 4,908 | +44.1% | 0.00% | – |
| Q2 2023 | $145,751 | +9.8% | 3,407 | 0.0% | 0.00% | – |
| Q1 2023 | $132,770 | +10.7% | 3,407 | 0.0% | 0.00% | – |
| Q4 2022 | $119,960 | -34.1% | 3,407 | -37.3% | 0.00% | – |
| Q3 2022 | $182,000 | -21.2% | 5,438 | -17.2% | 0.00% | – |
| Q2 2022 | $231,000 | -14.4% | 6,565 | 0.0% | 0.00% | – |
| Q1 2022 | $270,000 | -6.9% | 6,565 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $290,000 | +16.5% | 6,565 | 0.0% | 0.00% | – |
| Q3 2021 | $249,000 | +0.8% | 6,565 | 0.0% | 0.00% | – |
| Q2 2021 | $247,000 | +6.9% | 6,565 | 0.0% | 0.00% | – |
| Q1 2021 | $231,000 | +3.6% | 6,565 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $223,000 | +93.9% | 6,565 | +72.1% | 0.00% | – |
| Q3 2020 | $115,000 | – | 3,815 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 33,247 | $1,377,770 | 1.61% |
| Kaizen Financial Strategies | 6,673 | $276,529 | 0.23% |
| Legacy Capital Group California, Inc. | 11,676 | $483,853 | 0.21% |
| Vishria Bird Financial Group, LLC | 6,600 | $274 | 0.16% |
| Farther Finance Advisors, LLC | 15,147 | $627,692 | 0.10% |
| Walkner Condon Financial Advisors LLC | 8,017 | $332,224 | 0.09% |
| Laidlaw Wealth Management LLC | 5,473 | $226,801 | 0.08% |
| MISSION WEALTH MANAGEMENT, LP | 33,742 | $1,398,269 | 0.05% |
| Strengthening Families & Communities, LLC | 1,610 | $67 | 0.03% |
| Apollon Wealth Management, LLC | 12,331 | $510,997 | 0.03% |