LISTED FD TR shareholders Q3 2023

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 33 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

LISTED FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 395,939$7,172,4274.99%
Swan Global Investments, LLC 3,304,274$59,840,4021.92%
KICKSTAND VENTURES, LLC. 130,152$2,357,7040.73%
Clearview Wealth Advisors LLC 21,530$390,0070.48%
Claybrook Capital, LLC 20,000$362,3000.21%
Syntegra Private Wealth Group, LLC 59,310$1,074,4050.17%
Beacon Pointe Advisors, LLC 739,359$13,393,4760.17%
Advisor Resource Council 16,936$306,7960.16%
Golden State Equity Partners 20,880$378,2410.10%
CWM, LLC 643,148$11,6510.07%
CREATIVE FINANCIAL DESIGNS INC /ADV 23,488$425,4880.05%
Spire Wealth Management 72,091$1,305,9290.05%
Clear Creek Financial Management, LLC 14,289$258,8450.04%
Atria Investments, Inc 122,849$2,225,4100.04%
Kingsview Wealth Management, LLC 18,549$336,0140.01%
Dynamic Advisor Solutions LLC 11,218$203,2170.01%
Parallel Advisors, LLC 15,576$282,1590.01%
Orion Portfolio Solutions, LLC 40,366$731,2300.01%
ENVESTNET ASSET MANAGEMENT INC 935,011$16,937,7170.01%
Cambridge Investment Research Advisors, Inc. 94,476$1,7110.01%
External links

This page lists LISTED FD TR's shareholders in Q3 2023. To view LISTED FD TR's shareholder history, click here.